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 | $43,795 | $138,347-68.3% | $184,203-76.2% | $80,856-45.8% |
| Participation rate | 97.1% | 83.9%+13.2pp | 86.8%+10.2pp | 67.6%+29.4pp |
| Annual return | 41.20% | 20.02%+21.2pp | 28.81%+12.4pp | 35.59%+5.6pp |
| Employer contribution / active EE | $2,809 | $4,850-42.1% | $6,427-56.3% | $2,755+2.0% |
| Participant deferral / active EE | $7,083 | $7,071+0.2% | $9,131-22.4% | $4,296+64.9% |
| Admin fee / account holder | $665 | $10,483-93.7% | $13,901-95.2% | $6,918-90.4% |