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 | $151,369 | $159,901-5.3% | $146,958+3.0% | $145,922+3.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 21.57% | 98.13%-76.6pp | 418.34%-396.8pp | 561.29%-539.7pp |
| Employer contribution / active EE | $23,250 | $5,286+339.8% | $4,933+371.3% | $4,660+399.0% |
| Participant deferral / active EE | $26,742 | $8,428+217.3% | $8,070+231.4% | $6,688+299.9% |
| Admin fee / account holder | $1,277 | $15,044-91.5% | $12,998-90.2% | $13,397-90.5% |