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 | $162,877 | $81,460+99.9% | $103,333+57.6% | $80,856+101.4% |
| Participation rate | 91.7% | 66.8%+24.8pp | 74.5%+17.2pp | 67.6%+24.0pp |
| Annual return | 43.92% | 25.55%+18.4pp | 24.88%+19.0pp | 35.59%+8.3pp |
| Employer contribution / active EE | $7,564 | $3,105+143.6% | $3,868+95.6% | $2,755+174.6% |
| Participant deferral / active EE | $0 | $3,869-100.0% | $5,057-100.0% | $4,296-100.0% |
| Admin fee / account holder | $7,782 | $6,566+18.5% | $8,355-6.9% | $6,918+12.5% |