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 | $163,033 | $114,381+42.5% | $107,525+51.6% | $142,382+14.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 20.91% | 242.71%-221.8pp | 181.32%-160.4pp | 217.08%-196.2pp |
| Employer contribution / active EE | $11,825 | $4,015+194.5% | $3,754+215.0% | $4,299+175.1% |
| Participant deferral / active EE | $19,500 | $5,564+250.5% | $5,116+281.2% | $6,507+199.7% |
| Admin fee / account holder | $783 | $9,860-92.1% | $8,919-91.2% | $12,624-93.8% |