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 | $33,542 | $114,381-70.7% | $107,525-68.8% | $142,382-76.4% |
| Participation rate | 76.9% | 78.1%-1.2pp | 75.1%+1.8pp | 80.1%-3.2pp |
| Annual return | 18.21% | 242.71%-224.5pp | 181.32%-163.1pp | 217.08%-198.9pp |
| Employer contribution / active EE | $2,154 | $4,015-46.4% | $3,754-42.6% | $4,299-49.9% |
| Participant deferral / active EE | $4,879 | $5,564-12.3% | $5,116-4.6% | $6,507-25.0% |
| Admin fee / account holder | $722 | $9,860-92.7% | $8,919-91.9% | $12,624-94.3% |