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 | $9,574 | $100,773-90.5% | $88,946-89.2% | $142,382-93.3% |
| Participation rate | 83.3% | 74.3%+9.0pp | 68.8%+14.5pp | 80.1%+3.2pp |
| Annual return | 27.52% | 70.18%-42.7pp | 57.82%-30.3pp | 217.08%-189.6pp |
| Employer contribution / active EE | $3,850 | $2,918+31.9% | $2,555+50.7% | $4,299-10.5% |
| Participant deferral / active EE | $1,662 | $5,230-68.2% | $4,581-63.7% | $6,507-74.5% |
| Admin fee / account holder | $1,213 | $9,693-87.5% | $8,261-85.3% | $12,624-90.4% |