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 | $18,085 | $90,348-80.0% | $75,972-76.2% | $145,922-87.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 27.19% | 620.88%-593.7pp | 359.55%-332.4pp | 561.29%-534.1pp |
| Employer contribution / active EE | $2,064 | $3,311-37.7% | $2,685-23.1% | $4,660-55.7% |
| Participant deferral / active EE | $6,991 | $5,162+35.4% | $4,255+64.3% | $6,688+4.5% |
| Admin fee / account holder | $670 | $8,467-92.1% | $6,467-89.6% | $13,397-95.0% |