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 | $106,271 | $159,602-33.4% | $150,045-29.2% | $142,382-25.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 14.32% | 70.24%-55.9pp | 62.55%-48.2pp | 217.08%-202.8pp |
| Employer contribution / active EE | $7,106 | $4,961+43.3% | $4,693+51.4% | $4,299+65.3% |
| Participant deferral / active EE | $12,117 | $8,310+45.8% | $7,997+51.5% | $6,507+86.2% |
| Admin fee / account holder | $802 | $14,846-94.6% | $13,435-94.0% | $12,624-93.6% |