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 | $141,742 | $159,901-11.4% | $146,958-3.5% | $145,922-2.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.68% | 98.13%-81.5pp | 418.34%-401.7pp | 561.29%-544.6pp |
| Employer contribution / active EE | $9,253 | $5,286+75.1% | $4,933+87.6% | $4,660+98.6% |
| Participant deferral / active EE | $19,433 | $8,428+130.6% | $8,070+140.8% | $6,688+190.6% |
| Admin fee / account holder | $2,917 | $15,044-80.6% | $12,998-77.6% | $13,397-78.2% |