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 | $156,538 | $201,272-22.2% | $184,203-15.0% | $145,922+7.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.72% | 29.00%-17.3pp | 28.81%-17.1pp | 561.29%-549.6pp |
| Employer contribution / active EE | $2,423 | $7,022-65.5% | $6,427-62.3% | $4,660-48.0% |
| Participant deferral / active EE | $6,825 | $9,806-30.4% | $9,131-25.3% | $6,688+2.1% |
| Admin fee / account holder | $30,020 | $16,364+83.5% | $13,901+116.0% | $13,397+124.1% |