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 | $23,928 | $90,348-73.5% | $75,972-68.5% | $145,922-83.6% |
| Participation rate | 90.9% | 74.5%+16.5pp | 69.1%+21.9pp | 80.3%+10.6pp |
| Annual return | 11.19% | 620.88%-609.7pp | 359.55%-348.4pp | 561.29%-550.1pp |
| Employer contribution / active EE | $2,241 | $3,311-32.3% | $2,685-16.5% | $4,660-51.9% |
| Participant deferral / active EE | $4,540 | $5,162-12.0% | $4,255+6.7% | $6,688-32.1% |
| Admin fee / account holder | $1,016 | $8,467-88.0% | $6,467-84.3% | $13,397-92.4% |