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 | $101,160 | $165,984-39.1% | $164,813-38.6% | $145,922-30.7% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 19.01% | 100.03%-81.0pp | 69.93%-50.9pp | 561.29%-542.3pp |
| Employer contribution / active EE | $1,678 | $5,273-68.2% | $4,341-61.3% | $4,660-64.0% |
| Participant deferral / active EE | $15,756 | $6,959+126.4% | $6,031+161.2% | $6,688+135.6% |
| Admin fee / account holder | $775 | $16,648-95.3% | $12,690-93.9% | $13,397-94.2% |