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 | $90,251 | $80,717+11.8% | $154,803-41.7% | $84,808+6.4% |
| Participation rate | 95.9% | 66.8%+29.1pp | 78.1%+17.8pp | 68.3%+27.6pp |
| Annual return | 13.56% | 37.96%-24.4pp | 58.88%-45.3pp | 40.90%-27.3pp |
| Employer contribution / active EE | $5,499 | $2,761+99.1% | $4,305+27.7% | $2,631+109.0% |
| Participant deferral / active EE | $7,575 | $3,303+129.3% | $5,540+36.7% | $4,212+79.9% |
| Admin fee / account holder | $6,945 | $6,746+3.0% | $14,329-51.5% | $7,344-5.4% |