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 | $36,277 | $60,022-39.6% | $88,946-59.2% | $84,808-57.2% |
| Participation rate | 100.0% | 57.8%+42.2pp | 68.8%+31.2pp | 68.3%+31.7pp |
| Annual return | 0.00% | 22.43%-22.4pp | 57.82%-57.8pp | 40.90%-40.9pp |
| Employer contribution / active EE | $3,380 | $1,703+98.5% | $2,555+32.3% | $2,631+28.5% |
| Participant deferral / active EE | $7,266 | $3,114+133.4% | $4,581+58.6% | $4,212+72.5% |
| Admin fee / account holder | $442 | $4,811-90.8% | $8,261-94.6% | $7,344-94.0% |