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 | $116,233 | $158,398-26.6% | $126,539-8.1% | $142,382-18.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 21.62% | 593.76%-572.1pp | 425.95%-404.3pp | 217.08%-195.5pp |
| Employer contribution / active EE | $20,725 | $4,650+345.7% | $3,674+464.1% | $4,299+382.1% |
| Participant deferral / active EE | $27,250 | $4,767+471.7% | $4,083+567.5% | $6,507+318.8% |
| Admin fee / account holder | $1,182 | $6,918-82.9% | $6,065-80.5% | $12,624-90.6% |