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 | $72,618 | $94,625-23.3% | $116,228-37.5% | $84,808-14.4% |
| Participation rate | 86.2% | 70.4%+15.7pp | 74.6%+11.6pp | 68.3%+17.8pp |
| Annual return | 649.46% | 20.40%+629.1pp | 90.06%+559.4pp | 40.90%+608.6pp |
| Employer contribution / active EE | $20,538 | $2,347+775.2% | $2,994+585.9% | $2,631+680.6% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $4,953-100.0% | $4,212-100.0% |
| Admin fee / account holder | $12,295 | $10,091+21.8% | $11,989+2.6% | $7,344+67.4% |