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 | $18,807 | $111,754-83.2% | $103,333-81.8% | $145,922-87.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 17.24% | 24.77%-7.5pp | 24.88%-7.6pp | 561.29%-544.0pp |
| Employer contribution / active EE | $3,434 | $4,212-18.5% | $3,868-11.2% | $4,660-26.3% |
| Participant deferral / active EE | $9,517 | $5,619+69.4% | $5,057+88.2% | $6,688+42.3% |
| Admin fee / account holder | $567 | $9,750-94.2% | $8,355-93.2% | $13,397-95.8% |