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 | $35,603 | $74,927-52.5% | $101,794-65.0% | $84,808-58.0% |
| Participation rate | 96.8% | 61.4%+35.4pp | 69.2%+27.6pp | 68.3%+28.5pp |
| Annual return | 17.28% | 18.70%-1.4pp | 30.53%-13.2pp | 40.90%-23.6pp |
| Employer contribution / active EE | $1,300 | $1,522-14.6% | $2,289-43.2% | $2,631-50.6% |
| Participant deferral / active EE | $3,928 | $3,099+26.7% | $4,084-3.8% | $4,212-6.7% |
| Admin fee / account holder | $717 | $6,514-89.0% | $8,777-91.8% | $7,344-90.2% |