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 | $41,860 | $72,400-42.2% | $67,502-38.0% | $145,922-71.3% |
| Participation rate | 92.9% | 76.9%+16.0pp | 72.9%+20.0pp | 80.3%+12.6pp |
| Annual return | 11.06% | 7182.46%-7171.4pp | 3512.12%-3501.1pp | 561.29%-550.2pp |
| Employer contribution / active EE | $3,441 | $3,069+12.1% | $2,731+26.0% | $4,660-26.1% |
| Participant deferral / active EE | $3,831 | $4,783-19.9% | $4,000-4.2% | $6,688-42.7% |
| Admin fee / account holder | $1,690 | $5,539-69.5% | $3,998-57.7% | $13,397-87.4% |