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 | $221,600 | $89,753+146.9% | $107,525+106.1% | $84,808+161.3% |
| Participation rate | 98.4% | 68.1%+30.4pp | 75.1%+23.4pp | 68.3%+30.1pp |
| Annual return | 225.19% | 29.48%+195.7pp | 181.32%+43.9pp | 40.90%+184.3pp |
| Employer contribution / active EE | $2,590 | $3,113-16.8% | $3,754-31.0% | $2,631-1.6% |
| Participant deferral / active EE | $0 | $4,056-100.0% | $5,116-100.0% | $4,212-100.0% |
| Admin fee / account holder | $1,939 | $7,222-73.2% | $8,919-78.3% | $7,344-73.6% |