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 | $58,552 | $177,572-67.0% | $154,803-62.2% | $142,382-58.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 17.76% | 65.07%-47.3pp | 58.88%-41.1pp | 217.08%-199.3pp |
| Employer contribution / active EE | $6,564 | $4,810+36.5% | $4,305+52.5% | $4,299+52.7% |
| Participant deferral / active EE | $8,477 | $6,272+35.2% | $5,540+53.0% | $6,507+30.3% |
| Admin fee / account holder | $369 | $16,786-97.8% | $14,329-97.4% | $12,624-97.1% |