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 | $126,568 | $183,519-31.0% | $155,509-18.6% | $145,922-13.3% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 39.80% | 61.17%-21.4pp | 64.67%-24.9pp | 561.29%-521.5pp |
| Employer contribution / active EE | $11,786 | $5,313+121.8% | $4,672+152.3% | $4,660+152.9% |
| Participant deferral / active EE | $7,625 | $6,462+18.0% | $5,626+35.5% | $6,688+14.0% |
| Admin fee / account holder | $1,165 | $19,313-94.0% | $15,912-92.7% | $13,397-91.3% |