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 | $94,153 | $102,605-8.2% | $145,661-35.4% | $84,808+11.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 77.2%+22.8pp | 68.3%+31.7pp |
| Annual return | 16.83% | 26.50%-9.7pp | 101.46%-84.6pp | 40.90%-24.1pp |
| Employer contribution / active EE | $9,284 | $3,325+179.2% | $4,238+119.1% | $2,631+252.9% |
| Participant deferral / active EE | $0 | $5,750-100.0% | $7,198-100.0% | $4,212-100.0% |
| Admin fee / account holder | $8,052 | $8,758-8.1% | $12,466-35.4% | $7,344+9.6% |