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 | $160,548 | $89,753+78.9% | $107,525+49.3% | $84,808+89.3% |
| Participation rate | 96.5% | 68.1%+28.4pp | 75.1%+21.4pp | 68.3%+28.2pp |
| Annual return | 0.00% | 29.48%-29.5pp | 181.32%-181.3pp | 40.90%-40.9pp |
| Employer contribution / active EE | $0 | $3,113-100.0% | $3,754-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $0 | $4,056-100.0% | $5,116-100.0% | $4,212-100.0% |
| Admin fee / account holder | $11,712 | $7,222+62.2% | $8,919+31.3% | $7,344+59.5% |