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 | $38,726 | $70,606-45.2% | $53,898-28.1% | $142,382-72.8% |
| Participation rate | 88.9% | 63.7%+25.2pp | 55.0%+33.9pp | 80.1%+8.8pp |
| Annual return | 28.78% | 619.81%-591.0pp | 528.60%-499.8pp | 217.08%-188.3pp |
| Employer contribution / active EE | $4,612 | $1,202+283.7% | $932+394.9% | $4,299+7.3% |
| Participant deferral / active EE | $13,533 | $2,364+472.5% | $1,826+641.0% | $6,507+108.0% |
| Admin fee / account holder | $2,342 | $2,852-17.9% | $2,491-6.0% | $12,624-81.4% |