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 | $190,295 | $88,751+114.4% | $81,812+132.6% | $145,922+30.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 10.77% | 1025.40%-1014.6pp | 773.79%-763.0pp | 561.29%-550.5pp |
| Employer contribution / active EE | $4,012 | $3,083+30.1% | $2,912+37.8% | $4,660-13.9% |
| Participant deferral / active EE | $7,713 | $4,643+66.1% | $4,319+78.6% | $6,688+15.3% |
| Admin fee / account holder | $25,984 | $8,415+208.8% | $7,386+251.8% | $13,397+94.0% |