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 | $17,011 | $58,208-70.8% | $81,812-79.2% | $80,856-79.0% |
| Participation rate | 93.1% | 63.4%+29.7pp | 72.3%+20.8pp | 67.6%+25.5pp |
| Annual return | 0.00% | 41.66%-41.7pp | 773.79%-773.8pp | 35.59%-35.6pp |
| Employer contribution / active EE | $2,208 | $2,340-5.7% | $2,912-24.2% | $2,755-19.9% |
| Participant deferral / active EE | $3,732 | $3,281+13.7% | $4,319-13.6% | $4,296-13.1% |
| Admin fee / account holder | $4,729 | $4,981-5.1% | $7,386-36.0% | $6,918-31.6% |