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 | $123,529 | $71,883+71.8% | $86,677+42.5% | $68,494+80.3% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | 137.05% | 3.52%+133.5pp | 35.91%+101.1pp | -7.84%+144.9pp |
| Employer contribution / active EE | $17,039 | $2,173+684.2% | $2,836+500.7% | $2,596+556.3% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,027-100.0% |
| Admin fee / account holder | $1,581 | $6,112-74.1% | $7,493-78.9% | $5,403-70.7% |