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 | $53,654 | $214,378-75.0% | $200,582-73.3% | $142,382-62.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 6246.18% | 46.41%+6199.8pp | 42.33%+6203.8pp | 217.08%+6029.1pp |
| Employer contribution / active EE | $10,717 | $6,841+56.6% | $6,419+67.0% | $4,299+149.3% |
| Participant deferral / active EE | $13,107 | $9,865+32.9% | $9,331+40.5% | $6,507+101.4% |
| Admin fee / account holder | $550 | $17,692-96.9% | $16,305-96.6% | $12,624-95.6% |