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 | $35,787 | $76,738-53.4% | $56,411-36.6% | $145,922-75.5% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 8.80% | 2994.23%-2985.4pp | 1701.33%-1692.5pp | 561.29%-552.5pp |
| Employer contribution / active EE | $1,191 | $1,380-13.7% | $1,039+14.7% | $4,660-74.4% |
| Participant deferral / active EE | $7,073 | $2,623+169.7% | $1,952+262.4% | $6,688+5.8% |
| Admin fee / account holder | $657 | $3,334-80.3% | $2,829-76.8% | $13,397-95.1% |