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 | $25,517 | $177,572-85.6% | $154,803-83.5% | $142,382-82.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 89.00% | 65.07%+23.9pp | 58.88%+30.1pp | 217.08%-128.1pp |
| Employer contribution / active EE | $1,580 | $4,810-67.2% | $4,305-63.3% | $4,299-63.2% |
| Participant deferral / active EE | $8,183 | $6,272+30.5% | $5,540+47.7% | $6,507+25.8% |
| Admin fee / account holder | $301 | $16,786-98.2% | $14,329-97.9% | $12,624-97.6% |