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 | $86,868 | $183,519-52.7% | $155,509-44.1% | $145,922-40.5% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 9.20% | 61.17%-52.0pp | 64.67%-55.5pp | 561.29%-552.1pp |
| Employer contribution / active EE | $2,878 | $5,313-45.8% | $4,672-38.4% | $4,660-38.2% |
| Participant deferral / active EE | $5,967 | $6,462-7.7% | $5,626+6.1% | $6,688-10.8% |
| Admin fee / account holder | $872 | $19,313-95.5% | $15,912-94.5% | $13,397-93.5% |