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 | $53,760 | $177,572-69.7% | $154,803-65.3% | $142,382-62.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 26.94% | 65.07%-38.1pp | 58.88%-31.9pp | 217.08%-190.1pp |
| Employer contribution / active EE | $5,110 | $4,810+6.2% | $4,305+18.7% | $4,299+18.9% |
| Participant deferral / active EE | $7,142 | $6,272+13.9% | $5,540+28.9% | $6,507+9.8% |
| Admin fee / account holder | $2,308 | $16,786-86.3% | $14,329-83.9% | $12,624-81.7% |