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 | $12,716 | $107,452-88.2% | $91,541-86.1% | $142,382-91.1% |
| Participation rate | 75.0% | 75.1%-0.1pp | 69.8%+5.2pp | 80.1%-5.1pp |
| Annual return | 48.95% | 22.06%+26.9pp | 20.50%+28.4pp | 217.08%-168.1pp |
| Employer contribution / active EE | $3,655 | $2,994+22.1% | $2,505+45.9% | $4,299-15.0% |
| Participant deferral / active EE | $6,168 | $4,754+29.7% | $4,008+53.9% | $6,507-5.2% |
| Admin fee / account holder | $2,011 | $8,834-77.2% | $6,956-71.1% | $12,624-84.1% |