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 | $87,417 | $80,717+8.3% | $154,803-43.5% | $84,808+3.1% |
| Participation rate | 91.2% | 66.8%+24.4pp | 78.1%+13.2pp | 68.3%+22.9pp |
| Annual return | 15.75% | 37.96%-22.2pp | 58.88%-43.1pp | 40.90%-25.1pp |
| Employer contribution / active EE | $2,889 | $2,761+4.6% | $4,305-32.9% | $2,631+9.8% |
| Participant deferral / active EE | $3,284 | $3,303-0.6% | $5,540-40.7% | $4,212-22.0% |
| Admin fee / account holder | $3,628 | $6,746-46.2% | $14,329-74.7% | $7,344-50.6% |