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 | $109,212 | $114,381-4.5% | $107,525+1.6% | $142,382-23.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 17.61% | 242.71%-225.1pp | 181.32%-163.7pp | 217.08%-199.5pp |
| Employer contribution / active EE | $35,046 | $4,015+773.0% | $3,754+833.7% | $4,299+715.2% |
| Participant deferral / active EE | $17,478 | $5,564+214.1% | $5,116+241.7% | $6,507+168.6% |
| Admin fee / account holder | $789 | $9,860-92.0% | $8,919-91.2% | $12,624-93.7% |