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 | $57,727 | $114,381-49.5% | $107,525-46.3% | $142,382-59.5% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.1%+4.9pp | 80.1%-0.1pp |
| Annual return | 13.59% | 242.71%-229.1pp | 181.32%-167.7pp | 217.08%-203.5pp |
| Employer contribution / active EE | $2,405 | $4,015-40.1% | $3,754-35.9% | $4,299-44.1% |
| Participant deferral / active EE | $2,999 | $5,564-46.1% | $5,116-41.4% | $6,507-53.9% |
| Admin fee / account holder | $1,524 | $9,860-84.5% | $8,919-82.9% | $12,624-87.9% |