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 | $34,669 | $180,449-80.8% | $154,107-77.5% | $135,375-74.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -0.34% | 888.09%-888.4pp | 735.12%-735.5pp | 519.73%-520.1pp |
| Employer contribution / active EE | $3,589 | $6,035-40.5% | $5,298-32.3% | $4,779-24.9% |
| Participant deferral / active EE | $2,568 | $5,806-55.8% | $5,081-49.4% | $5,609-54.2% |
| Admin fee / account holder | $157,266 | $16,143+874.2% | $13,411+1072.7% | $10,827+1352.5% |