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 | $70,230 | $183,519-61.7% | $155,509-54.8% | $145,922-51.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 28.05% | 61.17%-33.1pp | 64.67%-36.6pp | 561.29%-533.2pp |
| Employer contribution / active EE | $42,722 | $5,313+704.1% | $4,672+814.3% | $4,660+816.9% |
| Participant deferral / active EE | $0 | $6,462-100.0% | $5,626-100.0% | $6,688-100.0% |
| Admin fee / account holder | $5,874 | $19,313-69.6% | $15,912-63.1% | $13,397-56.2% |