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 | $111,996 | $89,753+24.8% | $107,525+4.2% | $84,808+32.1% |
| Participation rate | 96.6% | 68.1%+28.5pp | 75.1%+21.5pp | 68.3%+28.2pp |
| Annual return | 107.31% | 29.48%+77.8pp | 181.32%-74.0pp | 40.90%+66.4pp |
| Employer contribution / active EE | $17,320 | $3,113+456.3% | $3,754+361.4% | $2,631+558.3% |
| Participant deferral / active EE | $0 | $4,056-100.0% | $5,116-100.0% | $4,212-100.0% |
| Admin fee / account holder | $17,396 | $7,222+140.9% | $8,919+95.1% | $7,344+136.9% |