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 | $51,534 | $114,381-54.9% | $107,525-52.1% | $142,382-63.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 11.87% | 242.71%-230.8pp | 181.32%-169.4pp | 217.08%-205.2pp |
| Employer contribution / active EE | $7,277 | $4,015+81.3% | $3,754+93.9% | $4,299+69.3% |
| Participant deferral / active EE | $21,052 | $5,564+278.4% | $5,116+311.5% | $6,507+223.5% |
| Admin fee / account holder | $382 | $9,860-96.1% | $8,919-95.7% | $12,624-97.0% |