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 | $132,898 | $54,705+142.9% | $71,209+86.6% | $84,808+56.7% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 19.38% | 35.90%-16.5pp | 282.51%-263.1pp | 40.90%-21.5pp |
| Employer contribution / active EE | $5,401 | $2,158+150.3% | $2,721+98.5% | $2,631+105.3% |
| Participant deferral / active EE | $9,154 | $3,030+202.1% | $4,175+119.2% | $4,212+117.3% |
| Admin fee / account holder | $16,924 | $4,863+248.0% | $5,349+216.4% | $7,344+130.4% |