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 | $110,756 | $189,613-41.6% | $167,512-33.9% | $142,382-22.2% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 343.06% | 2024.68%-1681.6pp | 1615.79%-1272.7pp | 217.08%+126.0pp |
| Employer contribution / active EE | $28,644 | $4,349+558.6% | $3,882+637.9% | $4,299+566.3% |
| Participant deferral / active EE | $11,750 | $6,981+68.3% | $6,405+83.5% | $6,507+80.6% |
| Admin fee / account holder | $418 | $10,528-96.0% | $9,769-95.7% | $12,624-96.7% |