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 | $105,000 | $74,927+40.1% | $101,794+3.1% | $84,808+23.8% |
| Participation rate | 87.1% | 61.4%+25.7pp | 69.2%+17.9pp | 68.3%+18.8pp |
| Annual return | 28.19% | 18.70%+9.5pp | 30.53%-2.3pp | 40.90%-12.7pp |
| Employer contribution / active EE | $1,540 | $1,522+1.2% | $2,289-32.7% | $2,631-41.5% |
| Participant deferral / active EE | $0 | $3,099-100.0% | $4,084-100.0% | $4,212-100.0% |
| Admin fee / account holder | $1,211 | $6,514-81.4% | $8,777-86.2% | $7,344-83.5% |