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 | $177,974 | $111,754+59.3% | $103,333+72.2% | $145,922+22.0% |
| Participation rate | 92.9% | 77.9%+14.9pp | 74.5%+18.3pp | 80.3%+12.6pp |
| Annual return | 23.12% | 24.77%-1.7pp | 24.88%-1.8pp | 561.29%-538.2pp |
| Employer contribution / active EE | $3,404 | $4,212-19.2% | $3,868-12.0% | $4,660-27.0% |
| Participant deferral / active EE | $8,300 | $5,619+47.7% | $5,057+64.1% | $6,688+24.1% |
| Admin fee / account holder | $1,284 | $9,750-86.8% | $8,355-84.6% | $13,397-90.4% |