See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,787 | $109,881-70.2% | $150,045-78.1% | $84,808-61.3% |
| Participation rate | 88.9% | 76.1%+12.8pp | 82.3%+6.6pp | 68.3%+20.6pp |
| Annual return | 18.31% | 28.25%-9.9pp | 62.55%-44.2pp | 40.90%-22.6pp |
| Employer contribution / active EE | $4,302 | $3,561+20.8% | $4,693-8.3% | $2,631+63.5% |
| Participant deferral / active EE | $5,561 | $6,636-16.2% | $7,997-30.5% | $4,212+32.0% |
| Admin fee / account holder | $1,630 | $8,568-81.0% | $13,435-87.9% | $7,344-77.8% |