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 | $67,620 | $89,698-24.6% | $103,476-34.7% | $80,856-16.4% |
| Participation rate | 88.7% | 76.0%+12.7pp | 80.5%+8.2pp | 67.6%+21.0pp |
| Annual return | 55.09% | 22.78%+32.3pp | 23.90%+31.2pp | 35.59%+19.5pp |
| Employer contribution / active EE | $18,628 | $4,018+363.6% | $4,672+298.7% | $2,755+576.2% |
| Participant deferral / active EE | $0 | $5,456-100.0% | $6,623-100.0% | $4,296-100.0% |
| Admin fee / account holder | $7,658 | $6,768+13.2% | $9,413-18.6% | $6,918+10.7% |