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 | $71,031 | $88,751-20.0% | $81,812-13.2% | $145,922-51.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 9.71% | 1025.40%-1015.7pp | 773.79%-764.1pp | 561.29%-551.6pp |
| Employer contribution / active EE | $3,669 | $3,083+19.0% | $2,912+26.0% | $4,660-21.3% |
| Participant deferral / active EE | $30,500 | $4,643+556.9% | $4,319+606.3% | $6,688+356.1% |
| Admin fee / account holder | $1,265 | $8,415-85.0% | $7,386-82.9% | $13,397-90.6% |