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 | $48,285 | $109,881-56.1% | $150,045-67.8% | $84,808-43.1% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 384.95% | 28.25%+356.7pp | 62.55%+322.4pp | 40.90%+344.1pp |
| Employer contribution / active EE | $6,232 | $3,561+75.0% | $4,693+32.8% | $2,631+136.9% |
| Participant deferral / active EE | $0 | $6,636-100.0% | $7,997-100.0% | $4,212-100.0% |
| Admin fee / account holder | $4,176 | $8,568-51.3% | $13,435-68.9% | $7,344-43.1% |