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 | $110,647 | $89,753+23.3% | $107,525+2.9% | $84,808+30.5% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 44.85% | 29.48%+15.4pp | 181.32%-136.5pp | 40.90%+4.0pp |
| Employer contribution / active EE | $5,536 | $3,113+77.8% | $3,754+47.5% | $2,631+110.4% |
| Participant deferral / active EE | $0 | $4,056-100.0% | $5,116-100.0% | $4,212-100.0% |
| Admin fee / account holder | $1,726 | $7,222-76.1% | $8,919-80.6% | $7,344-76.5% |