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 | $19,573 | $177,572-89.0% | $154,803-87.4% | $142,382-86.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 123.54% | 65.07%+58.5pp | 58.88%+64.7pp | 217.08%-93.5pp |
| Employer contribution / active EE | $1,911 | $4,810-60.3% | $4,305-55.6% | $4,299-55.6% |
| Participant deferral / active EE | $5,674 | $6,272-9.5% | $5,540+2.4% | $6,507-12.8% |
| Admin fee / account holder | $3,243 | $16,786-80.7% | $14,329-77.4% | $12,624-74.3% |