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 | $13,371 | $74,888-82.1% | $71,209-81.2% | $142,382-90.6% |
| Participation rate | 93.3% | 76.2%+17.1pp | 73.8%+19.6pp | 80.1%+13.2pp |
| Annual return | 30.44% | 345.14%-314.7pp | 282.51%-252.1pp | 217.08%-186.6pp |
| Employer contribution / active EE | $2,736 | $2,854-4.1% | $2,721+0.6% | $4,299-36.4% |
| Participant deferral / active EE | $3,984 | $4,454-10.6% | $4,175-4.6% | $6,507-38.8% |
| Admin fee / account holder | $925 | $5,568-83.4% | $5,349-82.7% | $12,624-92.7% |