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 | $12,845 | $114,381-88.8% | $107,525-88.1% | $142,382-91.0% |
| Participation rate | 72.7% | 78.1%-5.4pp | 75.1%-2.3pp | 80.1%-7.4pp |
| Annual return | 22.78% | 242.71%-219.9pp | 181.32%-158.5pp | 217.08%-194.3pp |
| Employer contribution / active EE | $1,815 | $4,015-54.8% | $3,754-51.6% | $4,299-57.8% |
| Participant deferral / active EE | $2,482 | $5,564-55.4% | $5,116-51.5% | $6,507-61.9% |
| Admin fee / account holder | $490 | $9,860-95.0% | $8,919-94.5% | $12,624-96.1% |