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 | $87,091 | $89,753-3.0% | $107,525-19.0% | $84,808+2.7% |
| Participation rate | 98.2% | 68.1%+30.2pp | 75.1%+23.1pp | 68.3%+29.9pp |
| Annual return | 0.00% | 29.48%-29.5pp | 181.32%-181.3pp | 40.90%-40.9pp |
| Employer contribution / active EE | $2,162 | $3,113-30.6% | $3,754-42.4% | $2,631-17.8% |
| Participant deferral / active EE | $0 | $4,056-100.0% | $5,116-100.0% | $4,212-100.0% |
| Admin fee / account holder | $1,294 | $7,222-82.1% | $8,919-85.5% | $7,344-82.4% |