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 | $127,579 | $77,314+65.0% | $177,989-28.3% | $80,856+57.8% |
| Participation rate | 95.3% | 65.7%+29.6pp | 77.1%+18.2pp | 67.6%+27.7pp |
| Annual return | 0.00% | 18.09%-18.1pp | 294.48%-294.5pp | 35.59%-35.6pp |
| Employer contribution / active EE | $8,632 | $2,292+276.6% | $3,949+118.6% | $2,755+213.3% |
| Participant deferral / active EE | $0 | $4,411-100.0% | $6,276-100.0% | $4,296-100.0% |
| Admin fee / account holder | $4,503 | $7,191-37.4% | $10,363-56.6% | $6,918-34.9% |