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 | $42,227 | $197,825-78.7% | $155,790-72.9% | $125,391-66.3% |
| Participation rate | 95.7% | 82.1%+13.6pp | 76.1%+19.6pp | 83.2%+12.5pp |
| Annual return | -0.71% | 86.74%-87.5pp | 71.54%-72.3pp | 282.22%-282.9pp |
| Employer contribution / active EE | $838 | $4,847-82.7% | $3,836-78.2% | $4,866-82.8% |
| Participant deferral / active EE | $2,256 | $5,630-59.9% | $4,797-53.0% | $5,352-57.8% |
| Admin fee / account holder | $4,554 | $9,545-52.3% | $7,478-39.1% | $9,540-52.3% |