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 | $15,773 | $169,032-90.7% | $129,207-87.8% | $145,922-89.2% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 0.00% | 14330.11%-14330.1pp | 9417.33%-9417.3pp | 561.29%-561.3pp |
| Employer contribution / active EE | $1,555 | $5,537-71.9% | $4,153-62.6% | $4,660-66.6% |
| Participant deferral / active EE | $3,388 | $4,987-32.1% | $4,168-18.7% | $6,688-49.3% |
| Admin fee / account holder | $311 | $9,954-96.9% | $7,715-96.0% | $13,397-97.7% |