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 | $88,882 | $96,484-7.9% | $156,263-43.1% | $74,304+19.6% |
| Participation rate | 100.0% | 67.7%+32.3pp | 78.9%+21.1pp | 60.3%+39.7pp |
| Annual return | 0.00% | 17.73%-17.7pp | 59.47%-59.5pp | 29.43%-29.4pp |
| Employer contribution / active EE | $13,288 | $2,528+425.5% | $4,333+206.7% | $2,241+492.9% |
| Participant deferral / active EE | $0 | $4,286-100.0% | $6,158-100.0% | $3,767-100.0% |
| Admin fee / account holder | $2,429 | $3,728-34.8% | $14,255-83.0% | $2,969-18.2% |