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 | $67,479 | $85,006-20.6% | $76,190-11.4% | $145,922-53.8% |
| Participation rate | 100.0% | 82.9%+17.1pp | 79.3%+20.7pp | 80.3%+19.7pp |
| Annual return | 11.45% | 13.11%-1.7pp | 13.78%-2.3pp | 561.29%-549.8pp |
| Employer contribution / active EE | $14,668 | $5,265+178.6% | $4,578+220.4% | $4,660+214.8% |
| Participant deferral / active EE | $0 | $6,392-100.0% | $5,474-100.0% | $6,688-100.0% |
| Admin fee / account holder | $13,475 | $5,760+134.0% | $5,123+163.0% | $13,397+0.6% |