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 | $108,933 | $111,754-2.5% | $103,333+5.4% | $145,922-25.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 15.30% | 24.77%-9.5pp | 24.88%-9.6pp | 561.29%-546.0pp |
| Employer contribution / active EE | $11,385 | $4,212+170.3% | $3,868+194.4% | $4,660+144.3% |
| Participant deferral / active EE | $7,500 | $5,619+33.5% | $5,057+48.3% | $6,688+12.1% |
| Admin fee / account holder | $736 | $9,750-92.5% | $8,355-91.2% | $13,397-94.5% |