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 | $27,408 | $177,572-84.6% | $154,803-82.3% | $142,382-80.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 15.78% | 65.07%-49.3pp | 58.88%-43.1pp | 217.08%-201.3pp |
| Employer contribution / active EE | $1,490 | $4,810-69.0% | $4,305-65.4% | $4,299-65.3% |
| Participant deferral / active EE | $8,757 | $6,272+39.6% | $5,540+58.1% | $6,507+34.6% |
| Admin fee / account holder | $2,695 | $16,786-83.9% | $14,329-81.2% | $12,624-78.7% |