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 | $88,446 | $114,381-22.7% | $107,525-17.7% | $142,382-37.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 49.21% | 242.71%-193.5pp | 181.32%-132.1pp | 217.08%-167.9pp |
| Employer contribution / active EE | $12,244 | $4,015+205.0% | $3,754+226.2% | $4,299+184.8% |
| Participant deferral / active EE | $0 | $5,564-100.0% | $5,116-100.0% | $6,507-100.0% |
| Admin fee / account holder | $3,291 | $9,860-66.6% | $8,919-63.1% | $12,624-73.9% |