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 | $33,431 | $80,717-58.6% | $154,803-78.4% | $84,808-60.6% |
| Participation rate | 88.5% | 66.8%+21.7pp | 78.1%+10.4pp | 68.3%+20.2pp |
| Annual return | 28.67% | 37.96%-9.3pp | 58.88%-30.2pp | 40.90%-12.2pp |
| Employer contribution / active EE | $9,508 | $2,761+244.3% | $4,305+120.8% | $2,631+261.4% |
| Participant deferral / active EE | $10,058 | $3,303+204.5% | $5,540+81.5% | $4,212+138.8% |
| Admin fee / account holder | $542 | $6,746-92.0% | $14,329-96.2% | $7,344-92.6% |