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 | $192,119 | $74,888+156.5% | $71,209+169.8% | $142,382+34.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 13.91% | 345.14%-331.2pp | 282.51%-268.6pp | 217.08%-203.2pp |
| Employer contribution / active EE | $0 | $2,854-100.0% | $2,721-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $4,895 | $4,454+9.9% | $4,175+17.2% | $6,507-24.8% |
| Admin fee / account holder | $2,745 | $5,568-50.7% | $5,349-48.7% | $12,624-78.3% |