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 | $100,499 | $179,726-44.1% | $156,263-35.7% | $142,382-29.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 16.28% | 77.86%-61.6pp | 59.47%-43.2pp | 217.08%-200.8pp |
| Employer contribution / active EE | $7,388 | $5,069+45.7% | $4,333+70.5% | $4,299+71.8% |
| Participant deferral / active EE | $11,652 | $6,956+67.5% | $6,158+89.2% | $6,507+79.1% |
| Admin fee / account holder | $108,949 | $17,272+530.8% | $14,255+664.3% | $12,624+763.1% |