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 | $42,976 | $189,613-77.3% | $167,512-74.3% | $142,382-69.8% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 32.45% | 2024.68%-1992.2pp | 1615.79%-1583.3pp | 217.08%-184.6pp |
| Employer contribution / active EE | $11,620 | $4,349+167.2% | $3,882+199.4% | $4,299+170.3% |
| Participant deferral / active EE | $11,629 | $6,981+66.6% | $6,405+81.6% | $6,507+78.7% |
| Admin fee / account holder | $7,945 | $10,528-24.5% | $9,769-18.7% | $12,624-37.1% |