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 | $50,241 | $169,032-70.3% | $129,207-61.1% | $145,922-65.6% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 40.56% | 14330.11%-14289.6pp | 9417.33%-9376.8pp | 561.29%-520.7pp |
| Employer contribution / active EE | $1,328 | $5,537-76.0% | $4,153-68.0% | $4,660-71.5% |
| Participant deferral / active EE | $0 | $4,987-100.0% | $4,168-100.0% | $6,688-100.0% |
| Admin fee / account holder | $585 | $9,954-94.1% | $7,715-92.4% | $13,397-95.6% |