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 | $203,539 | $81,460+149.9% | $103,333+97.0% | $80,856+151.7% |
| Participation rate | 97.8% | 66.8%+30.9pp | 74.5%+23.3pp | 67.6%+30.1pp |
| Annual return | 90.27% | 25.55%+64.7pp | 24.88%+65.4pp | 35.59%+54.7pp |
| Employer contribution / active EE | $10,342 | $3,105+233.1% | $3,868+167.4% | $2,755+275.4% |
| Participant deferral / active EE | $0 | $3,869-100.0% | $5,057-100.0% | $4,296-100.0% |
| Admin fee / account holder | $4,133 | $6,566-37.1% | $8,355-50.5% | $6,918-40.3% |