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 | $72,658 | $201,272-63.9% | $184,203-60.6% | $145,922-50.2% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 17.19% | 29.00%-11.8pp | 28.81%-11.6pp | 561.29%-544.1pp |
| Employer contribution / active EE | $2,905 | $7,022-58.6% | $6,427-54.8% | $4,660-37.7% |
| Participant deferral / active EE | $13,975 | $9,806+42.5% | $9,131+53.0% | $6,688+109.0% |
| Admin fee / account holder | $1,057 | $16,364-93.5% | $13,901-92.4% | $13,397-92.1% |