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 | $53,061 | $159,901-66.8% | $146,958-63.9% | $145,922-63.6% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 15.79% | 98.13%-82.3pp | 418.34%-402.5pp | 561.29%-545.5pp |
| Employer contribution / active EE | $4,924 | $5,286-6.9% | $4,933-0.2% | $4,660+5.7% |
| Participant deferral / active EE | $6,308 | $8,428-25.2% | $8,070-21.8% | $6,688-5.7% |
| Admin fee / account holder | $2,046 | $15,044-86.4% | $12,998-84.3% | $13,397-84.7% |