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 | $182,494 | $183,519-0.6% | $155,509+17.4% | $145,922+25.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.96% | 61.17%-46.2pp | 64.67%-49.7pp | 561.29%-546.3pp |
| Employer contribution / active EE | $3,217 | $5,313-39.4% | $4,672-31.1% | $4,660-31.0% |
| Participant deferral / active EE | $11,115 | $6,462+72.0% | $5,626+97.6% | $6,688+66.2% |
| Admin fee / account holder | $2,499 | $19,313-87.1% | $15,912-84.3% | $13,397-81.3% |