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 | $92,500 | $114,381-19.1% | $107,525-14.0% | $142,382-35.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 639.31% | 242.71%+396.6pp | 181.32%+458.0pp | 217.08%+422.2pp |
| Employer contribution / active EE | $26,978 | $4,015+572.0% | $3,754+618.7% | $4,299+527.5% |
| Participant deferral / active EE | $0 | $5,564-100.0% | $5,116-100.0% | $6,507-100.0% |
| Admin fee / account holder | $17,818 | $9,860+80.7% | $8,919+99.8% | $12,624+41.1% |