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 | $106,120 | $163,101-34.9% | $136,749-22.4% | $142,382-25.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 0.00% | 27.54%-27.5pp | 24.33%-24.3pp | 217.08%-217.1pp |
| Employer contribution / active EE | $4,591 | $4,117+11.5% | $3,400+35.0% | $4,299+6.8% |
| Participant deferral / active EE | $1,798 | $5,585-67.8% | $4,692-61.7% | $6,507-72.4% |
| Admin fee / account holder | $334 | $14,318-97.7% | $11,386-97.1% | $12,624-97.4% |