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 | $189,781 | $165,984+14.3% | $164,813+15.1% | $145,922+30.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 11.11% | 100.03%-88.9pp | 69.93%-58.8pp | 561.29%-550.2pp |
| Employer contribution / active EE | $19,833 | $5,273+276.1% | $4,341+356.9% | $4,660+325.6% |
| Participant deferral / active EE | $15,333 | $6,959+120.3% | $6,031+154.2% | $6,688+129.3% |
| Admin fee / account holder | $1,622 | $16,648-90.3% | $12,690-87.2% | $13,397-87.9% |