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 | $150,720 | $74,888+101.3% | $71,209+111.7% | $142,382+5.9% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.8%+12.0pp | 80.1%+5.6pp |
| Annual return | 17.12% | 345.14%-328.0pp | 282.51%-265.4pp | 217.08%-200.0pp |
| Employer contribution / active EE | $1,791 | $2,854-37.2% | $2,721-34.2% | $4,299-58.3% |
| Participant deferral / active EE | $5,684 | $4,454+27.6% | $4,175+36.1% | $6,507-12.7% |
| Admin fee / account holder | $1,403 | $5,568-74.8% | $5,349-73.8% | $12,624-88.9% |