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 | $41,754 | $183,519-77.2% | $155,509-73.2% | $145,922-71.4% |
| Participation rate | 77.8% | 82.7%-4.9pp | 78.2%-0.4pp | 80.3%-2.5pp |
| Annual return | 49.32% | 61.17%-11.8pp | 64.67%-15.4pp | 561.29%-512.0pp |
| Employer contribution / active EE | $2,821 | $5,313-46.9% | $4,672-39.6% | $4,660-39.4% |
| Participant deferral / active EE | $8,101 | $6,462+25.4% | $5,626+44.0% | $6,688+21.1% |
| Admin fee / account holder | $1,036 | $19,313-94.6% | $15,912-93.5% | $13,397-92.3% |