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 | $226,453 | $201,272+12.5% | $184,203+22.9% | $145,922+55.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.95% | 29.00%-15.1pp | 28.81%-14.9pp | 561.29%-547.3pp |
| Employer contribution / active EE | $24,505 | $7,022+249.0% | $6,427+281.3% | $4,660+425.9% |
| Participant deferral / active EE | $4,800 | $9,806-51.0% | $9,131-47.4% | $6,688-28.2% |
| Admin fee / account holder | $69,565 | $16,364+325.1% | $13,901+400.4% | $13,397+419.3% |