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 | $136,824 | $95,803+42.8% | $113,168+20.9% | $84,808+61.3% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 215.30% | 25.00%+190.3pp | 24.27%+191.0pp | 40.90%+174.4pp |
| Employer contribution / active EE | $11,518 | $2,360+388.1% | $2,975+287.1% | $2,631+337.8% |
| Participant deferral / active EE | $0 | $4,242-100.0% | $5,107-100.0% | $4,212-100.0% |
| Admin fee / account holder | $8,818 | $8,989-1.9% | $12,068-26.9% | $7,344+20.1% |