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 | $120,419 | $183,519-34.4% | $155,509-22.6% | $145,922-17.5% |
| Participation rate | 92.3% | 82.7%+9.6pp | 78.2%+14.1pp | 80.3%+12.0pp |
| Annual return | 18.46% | 61.17%-42.7pp | 64.67%-46.2pp | 561.29%-542.8pp |
| Employer contribution / active EE | $18,061 | $5,313+240.0% | $4,672+286.5% | $4,660+287.6% |
| Participant deferral / active EE | $0 | $6,462-100.0% | $5,626-100.0% | $6,688-100.0% |
| Admin fee / account holder | $1,658 | $19,313-91.4% | $15,912-89.6% | $13,397-87.6% |