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 | $48,526 | $60,022-19.2% | $88,946-45.4% | $84,808-42.8% |
| Participation rate | 98.7% | 57.8%+40.9pp | 68.8%+29.9pp | 68.3%+30.4pp |
| Annual return | 0.00% | 22.43%-22.4pp | 57.82%-57.8pp | 40.90%-40.9pp |
| Employer contribution / active EE | $1,367 | $1,703-19.7% | $2,555-46.5% | $2,631-48.1% |
| Participant deferral / active EE | $0 | $3,114-100.0% | $4,581-100.0% | $4,212-100.0% |
| Admin fee / account holder | $859 | $4,811-82.1% | $8,261-89.6% | $7,344-88.3% |