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 | $140,518 | $214,378-34.5% | $200,582-29.9% | $142,382-1.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 17.65% | 46.41%-28.8pp | 42.33%-24.7pp | 217.08%-199.4pp |
| Employer contribution / active EE | $10,047 | $6,841+46.9% | $6,419+56.5% | $4,299+133.7% |
| Participant deferral / active EE | $17,798 | $9,865+80.4% | $9,331+90.7% | $6,507+173.5% |
| Admin fee / account holder | $6,034 | $17,692-65.9% | $16,305-63.0% | $12,624-52.2% |