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 | $79,838 | $179,726-55.6% | $156,263-48.9% | $142,382-43.9% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.9%+8.6pp | 80.1%+7.4pp |
| Annual return | 14.08% | 77.86%-63.8pp | 59.47%-45.4pp | 217.08%-203.0pp |
| Employer contribution / active EE | $2,269 | $5,069-55.2% | $4,333-47.6% | $4,299-47.2% |
| Participant deferral / active EE | $3,760 | $6,956-45.9% | $6,158-38.9% | $6,507-42.2% |
| Admin fee / account holder | $8,538 | $17,272-50.6% | $14,255-40.1% | $12,624-32.4% |