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 | $91,164 | $95,803-4.8% | $113,168-19.4% | $84,808+7.5% |
| Participation rate | 77.1% | 72.9%+4.3pp | 76.6%+0.6pp | 68.3%+8.8pp |
| Annual return | 13.07% | 25.00%-11.9pp | 24.27%-11.2pp | 40.90%-27.8pp |
| Employer contribution / active EE | $2,295 | $2,360-2.7% | $2,975-22.9% | $2,631-12.8% |
| Participant deferral / active EE | $3,246 | $4,242-23.5% | $5,107-36.4% | $4,212-22.9% |
| Admin fee / account holder | $1,172 | $8,989-87.0% | $12,068-90.3% | $7,344-84.0% |