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 | $177,526 | $101,724+74.5% | $164,813+7.7% | $80,856+119.6% |
| Participation rate | 98.1% | 71.8%+26.2pp | 78.6%+19.5pp | 67.6%+30.4pp |
| Annual return | 16.33% | 16.72%-0.4pp | 69.93%-53.6pp | 35.59%-19.3pp |
| Employer contribution / active EE | $4,503 | $2,953+52.5% | $4,341+3.7% | $2,755+63.5% |
| Participant deferral / active EE | $10,451 | $4,477+133.4% | $6,031+73.3% | $4,296+143.3% |
| Admin fee / account holder | $7,260 | $8,227-11.8% | $12,690-42.8% | $6,918+4.9% |