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 | $145,711 | $114,381+27.4% | $107,525+35.5% | $142,382+2.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 45.20% | 242.71%-197.5pp | 181.32%-136.1pp | 217.08%-171.9pp |
| Employer contribution / active EE | $24,144 | $4,015+501.4% | $3,754+543.2% | $4,299+461.6% |
| Participant deferral / active EE | $8,080 | $5,564+45.2% | $5,116+57.9% | $6,507+24.2% |
| Admin fee / account holder | $3,956 | $9,860-59.9% | $8,919-55.6% | $12,624-68.7% |