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 | $3,179 | $54,705-94.2% | $71,209-95.5% | $84,808-96.3% |
| Participation rate | 96.8% | 64.1%+32.7pp | 73.8%+23.0pp | 68.3%+28.5pp |
| Annual return | 57.90% | 35.90%+22.0pp | 282.51%-224.6pp | 40.90%+17.0pp |
| Employer contribution / active EE | $1,380 | $2,158-36.0% | $2,721-49.3% | $2,631-47.5% |
| Participant deferral / active EE | $2,304 | $3,030-24.0% | $4,175-44.8% | $4,212-45.3% |
| Admin fee / account holder | $1,504 | $4,863-69.1% | $5,349-71.9% | $7,344-79.5% |