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 | $214,136 | $159,602+34.2% | $150,045+42.7% | $142,382+50.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 17.73% | 70.24%-52.5pp | 62.55%-44.8pp | 217.08%-199.3pp |
| Employer contribution / active EE | $19,327 | $4,961+289.6% | $4,693+311.8% | $4,299+349.6% |
| Participant deferral / active EE | $18,977 | $8,310+128.4% | $7,997+137.3% | $6,507+191.6% |
| Admin fee / account holder | $1,295 | $14,846-91.3% | $13,435-90.4% | $12,624-89.7% |