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 | $46,484 | $140,588-66.9% | $123,104-62.2% | $125,391-62.9% |
| Participation rate | 78.6% | 88.2%-9.6pp | 86.8%-8.2pp | 83.2%-4.6pp |
| Annual return | 1.95% | 16.80%-14.9pp | 13.22%-11.3pp | 282.22%-280.3pp |
| Employer contribution / active EE | $5,135 | $6,041-15.0% | $5,151-0.3% | $4,866+5.5% |
| Participant deferral / active EE | $0 | $6,980-100.0% | $6,230-100.0% | $5,352-100.0% |
| Admin fee / account holder | $687 | $11,198-93.9% | $9,015-92.4% | $9,540-92.8% |