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 | $48,209 | $179,726-73.2% | $156,263-69.1% | $142,382-66.1% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.9%+8.6pp | 80.1%+7.4pp |
| Annual return | 27.40% | 77.86%-50.5pp | 59.47%-32.1pp | 217.08%-189.7pp |
| Employer contribution / active EE | $4,298 | $5,069-15.2% | $4,333-0.8% | $4,2990% |
| Participant deferral / active EE | $5,737 | $6,956-17.5% | $6,158-6.8% | $6,507-11.8% |
| Admin fee / account holder | $1,599 | $17,272-90.7% | $14,255-88.8% | $12,624-87.3% |