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 | $29,817 | $40,256-25.9% | $57,343-48.0% | $59,632-50.0% |
| Participation rate | 90.6% | 69.2%+21.4pp | 75.1%+15.5pp | 68.7%+22.0pp |
| Annual return | 2.91% | 27.49%-24.6pp | 24.39%-21.5pp | 2041.28%-2038.4pp |
| Employer contribution / active EE | $0 | $1,922-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,053 | $2,399+27.3% | $3,162-3.4% | $3,192-4.3% |
| Admin fee / account holder | $423 | $2,818-85.0% | $3,356-87.4% | $4,297-90.2% |