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 | $42,333 | $111,724-62.1% | $93,606-54.8% | $145,922-71.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 405.51% | 202.98%+202.5pp | 133.20%+272.3pp | 561.29%-155.8pp |
| Employer contribution / active EE | $2,145 | $3,090-30.6% | $2,420-11.4% | $4,660-54.0% |
| Participant deferral / active EE | $7,425 | $4,912+51.2% | $4,411+68.3% | $6,688+11.0% |
| Admin fee / account holder | $1,316 | $10,250-87.2% | $8,285-84.1% | $13,397-90.2% |