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 | $32,007 | $71,050-55.0% | $93,606-65.8% | $80,856-60.4% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 15.96% | 11.26%+4.7pp | 133.20%-117.2pp | 35.59%-19.6pp |
| Employer contribution / active EE | $2,428 | $1,564+55.3% | $2,420+0.4% | $2,755-11.9% |
| Participant deferral / active EE | $3,255 | $4,034-19.3% | $4,411-26.2% | $4,296-24.2% |
| Admin fee / account holder | $1,971 | $6,945-71.6% | $8,285-76.2% | $6,918-71.5% |