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 | $103,906 | $48,795+112.9% | $65,493+58.7% | $84,808+22.5% |
| Participation rate | 92.5% | 67.0%+25.5pp | 73.1%+19.4pp | 68.3%+24.2pp |
| Annual return | 227.10% | 20.20%+206.9pp | 982.45%-755.4pp | 40.90%+186.2pp |
| Employer contribution / active EE | $4,100 | $1,930+112.5% | $2,574+59.3% | $2,631+55.9% |
| Participant deferral / active EE | $5,400 | $2,928+84.4% | $3,961+36.3% | $4,212+28.2% |
| Admin fee / account holder | $8,193 | $3,877+111.3% | $5,028+62.9% | $7,344+11.6% |