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 | $157,319 | $165,984-5.2% | $164,813-4.5% | $145,922+7.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 20.69% | 100.03%-79.3pp | 69.93%-49.2pp | 561.29%-540.6pp |
| Employer contribution / active EE | $10,810 | $5,273+105.0% | $4,341+149.0% | $4,660+132.0% |
| Participant deferral / active EE | $15,250 | $6,959+119.1% | $6,031+152.8% | $6,688+128.0% |
| Admin fee / account holder | $1,217 | $16,648-92.7% | $12,690-90.4% | $13,397-90.9% |