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 | $47,058 | $148,978-68.4% | $200,582-76.5% | $84,808-44.5% |
| Participation rate | 87.9% | 84.2%+3.6pp | 86.9%+1.0pp | 68.3%+19.6pp |
| Annual return | 532.60% | 28.16%+504.4pp | 42.33%+490.3pp | 40.90%+491.7pp |
| Employer contribution / active EE | $2,110 | $4,815-56.2% | $6,419-67.1% | $2,631-19.8% |
| Participant deferral / active EE | $5,552 | $7,142-22.3% | $9,331-40.5% | $4,212+31.8% |
| Admin fee / account holder | $602 | $13,977-95.7% | $16,305-96.3% | $7,344-91.8% |