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 | $39,569 | $177,572-77.7% | $154,803-74.4% | $142,382-72.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 116.00% | 65.07%+50.9pp | 58.88%+57.1pp | 217.08%-101.1pp |
| Employer contribution / active EE | $5,302 | $4,810+10.2% | $4,305+23.1% | $4,299+23.3% |
| Participant deferral / active EE | $11,975 | $6,272+90.9% | $5,540+116.1% | $6,507+84.0% |
| Admin fee / account holder | $963 | $16,786-94.3% | $14,329-93.3% | $12,624-92.4% |