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 | $69,243 | $57,016+21.4% | $84,966-18.5% | $80,856-14.4% |
| Participation rate | 100.0% | 56.3%+43.7pp | 67.5%+32.5pp | 67.6%+32.4pp |
| Annual return | 0.00% | 21.66%-21.7pp | 66.38%-66.4pp | 35.59%-35.6pp |
| Employer contribution / active EE | $10,911 | $1,798+507.0% | $2,727+300.1% | $2,755+296.1% |
| Participant deferral / active EE | $0 | $3,110-100.0% | $4,519-100.0% | $4,296-100.0% |
| Admin fee / account holder | $4,201 | $4,980-15.7% | $6,149-31.7% | $6,918-39.3% |