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 | $15,766 | $111,754-85.9% | $103,333-84.7% | $145,922-89.2% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.5%+14.4pp | 80.3%+8.6pp |
| Annual return | 16.31% | 24.77%-8.5pp | 24.88%-8.6pp | 561.29%-545.0pp |
| Employer contribution / active EE | $2,336 | $4,212-44.5% | $3,868-39.6% | $4,660-49.9% |
| Participant deferral / active EE | $3,882 | $5,619-30.9% | $5,057-23.2% | $6,688-41.9% |
| Admin fee / account holder | $1,021 | $9,750-89.5% | $8,355-87.8% | $13,397-92.4% |