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 | $106,039 | $95,266+11.3% | $82,389+28.7% | $142,382-25.5% |
| Participation rate | 71.4% | 74.5%-3.0pp | 69.5%+1.9pp | 80.1%-8.7pp |
| Annual return | 20.49% | 25.74%-5.3pp | 28.67%-8.2pp | 217.08%-196.6pp |
| Employer contribution / active EE | $1,980 | $2,991-33.8% | $2,517-21.3% | $4,299-54.0% |
| Participant deferral / active EE | $8,394 | $4,809+74.5% | $4,155+102.0% | $6,507+29.0% |
| Admin fee / account holder | $880 | $8,563-89.7% | $7,231-87.8% | $12,624-93.0% |