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 | $17,981 | $76,738-76.6% | $56,411-68.1% | $145,922-87.7% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 15.66% | 2994.23%-2978.6pp | 1701.33%-1685.7pp | 561.29%-545.6pp |
| Employer contribution / active EE | $7,462 | $1,380+440.8% | $1,039+618.4% | $4,660+60.1% |
| Participant deferral / active EE | $6,710 | $2,623+155.9% | $1,952+243.8% | $6,688+0.3% |
| Admin fee / account holder | $352 | $3,334-89.4% | $2,829-87.6% | $13,397-97.4% |