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 | $90,010 | $159,602-43.6% | $150,045-40.0% | $142,382-36.8% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 16.09% | 70.24%-54.1pp | 62.55%-46.5pp | 217.08%-201.0pp |
| Employer contribution / active EE | $3,750 | $4,961-24.4% | $4,693-20.1% | $4,299-12.8% |
| Participant deferral / active EE | $5,500 | $8,310-33.8% | $7,997-31.2% | $6,507-15.5% |
| Admin fee / account holder | $770 | $14,846-94.8% | $13,435-94.3% | $12,624-93.9% |