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 | $23,340 | $111,724-79.1% | $93,606-75.1% | $145,922-84.0% |
| Participation rate | 75.0% | 74.2%+0.8pp | 68.7%+6.3pp | 80.3%-5.3pp |
| Annual return | 26.38% | 202.98%-176.6pp | 133.20%-106.8pp | 561.29%-534.9pp |
| Employer contribution / active EE | $3,506 | $3,090+13.5% | $2,420+44.9% | $4,660-24.8% |
| Participant deferral / active EE | $6,781 | $4,912+38.1% | $4,411+53.7% | $6,688+1.4% |
| Admin fee / account holder | $4,063 | $10,250-60.4% | $8,285-51.0% | $13,397-69.7% |