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 | $83,656 | $89,753-6.8% | $107,525-22.2% | $84,808-1.4% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 24.53% | 29.48%-5.0pp | 181.32%-156.8pp | 40.90%-16.4pp |
| Employer contribution / active EE | $5,471 | $3,113+75.7% | $3,754+45.8% | $2,631+108.0% |
| Participant deferral / active EE | $6,410 | $4,056+58.0% | $5,116+25.3% | $4,212+52.2% |
| Admin fee / account holder | $1,499 | $7,222-79.2% | $8,919-83.2% | $7,344-79.6% |