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 | $22,038 | $53,516-58.8% | $126,539-82.6% | $84,808-74.0% |
| Participation rate | 94.4% | 58.2%+36.2pp | 69.8%+24.6pp | 68.3%+26.1pp |
| Annual return | 34.84% | 58.34%-23.5pp | 425.95%-391.1pp | 40.90%-6.1pp |
| Employer contribution / active EE | $3,739 | $1,535+143.6% | $3,674+1.8% | $2,631+42.1% |
| Participant deferral / active EE | $8,816 | $2,671+230.1% | $4,083+115.9% | $4,212+109.3% |
| Admin fee / account holder | $584 | $4,497-87.0% | $6,065-90.4% | $7,344-92.0% |