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 | $89,946 | $89,753+0.2% | $107,525-16.3% | $84,808+6.1% |
| Participation rate | 93.7% | 68.1%+25.6pp | 75.1%+18.6pp | 68.3%+25.4pp |
| Annual return | 77.81% | 29.48%+48.3pp | 181.32%-103.5pp | 40.90%+36.9pp |
| Employer contribution / active EE | $13,993 | $3,113+349.4% | $3,754+272.8% | $2,631+431.8% |
| Participant deferral / active EE | $0 | $4,056-100.0% | $5,116-100.0% | $4,212-100.0% |
| Admin fee / account holder | $3,254 | $7,222-54.9% | $8,919-63.5% | $7,344-55.7% |