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 | $123,251 | $88,751+38.9% | $81,812+50.7% | $145,922-15.5% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.3%+11.0pp | 80.3%+3.1pp |
| Annual return | 13.20% | 1025.40%-1012.2pp | 773.79%-760.6pp | 561.29%-548.1pp |
| Employer contribution / active EE | $3,153 | $3,083+2.3% | $2,912+8.3% | $4,660-32.3% |
| Participant deferral / active EE | $5,000 | $4,643+7.7% | $4,319+15.8% | $6,688-25.2% |
| Admin fee / account holder | $703 | $8,415-91.6% | $7,386-90.5% | $13,397-94.8% |