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 | $74,926 | $189,613-60.5% | $167,512-55.3% | $142,382-47.4% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 13.14% | 2024.68%-2011.5pp | 1615.79%-1602.7pp | 217.08%-203.9pp |
| Employer contribution / active EE | $5,223 | $4,349+20.1% | $3,882+34.6% | $4,299+21.5% |
| Participant deferral / active EE | $10,238 | $6,981+46.7% | $6,405+59.9% | $6,507+57.3% |
| Admin fee / account holder | $1,989 | $10,528-81.1% | $9,769-79.6% | $12,624-84.2% |