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 | $29,156 | $159,901-81.8% | $146,958-80.2% | $145,922-80.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.55% | 98.13%-86.6pp | 418.34%-406.8pp | 561.29%-549.7pp |
| Employer contribution / active EE | $5,261 | $5,286-0.5% | $4,933+6.6% | $4,660+12.9% |
| Participant deferral / active EE | $12,849 | $8,428+52.5% | $8,070+59.2% | $6,688+92.1% |
| Admin fee / account holder | $1,088 | $15,044-92.8% | $12,998-91.6% | $13,397-91.9% |