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 | $149,732 | $169,032-11.4% | $129,207+15.9% | $145,922+2.6% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 13.51% | 14330.11%-14316.6pp | 9417.33%-9403.8pp | 561.29%-547.8pp |
| Employer contribution / active EE | $32,125 | $5,537+480.2% | $4,153+673.5% | $4,660+589.4% |
| Participant deferral / active EE | $11,500 | $4,987+130.6% | $4,168+175.9% | $6,688+72.0% |
| Admin fee / account holder | $1,327 | $9,954-86.7% | $7,715-82.8% | $13,397-90.1% |