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 | $73,477 | $109,413-32.8% | $156,263-53.0% | $84,808-13.4% |
| Participation rate | 83.3% | 72.7%+10.6pp | 78.9%+4.4pp | 68.3%+15.0pp |
| Annual return | 12.68% | 20.18%-7.5pp | 59.47%-46.8pp | 40.90%-28.2pp |
| Employer contribution / active EE | $3,156 | $2,907+8.6% | $4,333-27.2% | $2,631+20.0% |
| Participant deferral / active EE | $0 | $4,590-100.0% | $6,158-100.0% | $4,212-100.0% |
| Admin fee / account holder | $3,752 | $9,357-59.9% | $14,255-73.7% | $7,344-48.9% |