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 | $73,770 | $74,927-1.5% | $101,794-27.5% | $84,808-13.0% |
| Participation rate | 90.2% | 61.4%+28.8pp | 69.2%+21.0pp | 68.3%+21.9pp |
| Annual return | 40.21% | 18.70%+21.5pp | 30.53%+9.7pp | 40.90%-0.7pp |
| Employer contribution / active EE | $2,057 | $1,522+35.2% | $2,289-10.1% | $2,631-21.8% |
| Participant deferral / active EE | $0 | $3,099-100.0% | $4,084-100.0% | $4,212-100.0% |
| Admin fee / account holder | $1,528 | $6,514-76.5% | $8,777-82.6% | $7,344-79.2% |