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 | $62,069 | $95,803-35.2% | $113,168-45.2% | $84,808-26.8% |
| Participation rate | 98.2% | 72.9%+25.3pp | 76.6%+21.6pp | 68.3%+29.9pp |
| Annual return | 82.24% | 25.00%+57.2pp | 24.27%+58.0pp | 40.90%+41.3pp |
| Employer contribution / active EE | $13,679 | $2,360+479.6% | $2,975+359.8% | $2,631+419.9% |
| Participant deferral / active EE | $0 | $4,242-100.0% | $5,107-100.0% | $4,212-100.0% |
| Admin fee / account holder | $9,960 | $8,989+10.8% | $12,068-17.5% | $7,344+35.6% |