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 | $80,025 | $177,572-54.9% | $154,803-48.3% | $142,382-43.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 14.29% | 65.07%-50.8pp | 58.88%-44.6pp | 217.08%-202.8pp |
| Employer contribution / active EE | $3,735 | $4,810-22.4% | $4,305-13.2% | $4,299-13.1% |
| Participant deferral / active EE | $6,261 | $6,272-0.2% | $5,540+13.0% | $6,507-3.8% |
| Admin fee / account holder | $6,096 | $16,786-63.7% | $14,329-57.5% | $12,624-51.7% |