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 | $98,750 | $95,803+3.1% | $113,168-12.7% | $84,808+16.4% |
| Participation rate | 88.9% | 72.9%+16.0pp | 76.6%+12.3pp | 68.3%+20.6pp |
| Annual return | 1078.60% | 25.00%+1053.6pp | 24.27%+1054.3pp | 40.90%+1037.7pp |
| Employer contribution / active EE | $2,220 | $2,360-5.9% | $2,975-25.4% | $2,631-15.6% |
| Participant deferral / active EE | $0 | $4,242-100.0% | $5,107-100.0% | $4,212-100.0% |
| Admin fee / account holder | $1,681 | $8,989-81.3% | $12,068-86.1% | $7,344-77.1% |