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 | $48,885 | $177,572-72.5% | $154,803-68.4% | $142,382-65.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 21.89% | 65.07%-43.2pp | 58.88%-37.0pp | 217.08%-195.2pp |
| Employer contribution / active EE | $3,646 | $4,810-24.2% | $4,305-15.3% | $4,299-15.2% |
| Participant deferral / active EE | $21,658 | $6,272+245.3% | $5,540+290.9% | $6,507+232.8% |
| Admin fee / account holder | $2,118 | $16,786-87.4% | $14,329-85.2% | $12,624-83.2% |