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 | $42,504 | $88,751-52.1% | $81,812-48.0% | $145,922-70.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 17.32% | 1025.40%-1008.1pp | 773.79%-756.5pp | 561.29%-544.0pp |
| Employer contribution / active EE | $3,721 | $3,083+20.7% | $2,912+27.8% | $4,660-20.1% |
| Participant deferral / active EE | $3,706 | $4,643-20.2% | $4,319-14.2% | $6,688-44.6% |
| Admin fee / account holder | $577 | $8,415-93.1% | $7,386-92.2% | $13,397-95.7% |