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 | $99,067 | $161,701-38.7% | - | $142,382-30.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | - | 80.1%+19.9pp |
| Annual return | 16.11% | 549.36%-533.3pp | - | 217.08%-201.0pp |
| Employer contribution / active EE | $3,846 | $4,438-13.3% | - | $4,299-10.5% |
| Participant deferral / active EE | $14,762 | $5,394+173.6% | - | $6,507+126.8% |
| Admin fee / account holder | $962 | $9,598-90.0% | - | $12,624-92.4% |