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 | $33,051 | $74,888-55.9% | $71,209-53.6% | $142,382-76.8% |
| Participation rate | 81.8% | 76.2%+5.6pp | 73.8%+8.1pp | 80.1%+1.7pp |
| Annual return | 13.71% | 345.14%-331.4pp | 282.51%-268.8pp | 217.08%-203.4pp |
| Employer contribution / active EE | $1,934 | $2,854-32.3% | $2,721-28.9% | $4,299-55.0% |
| Participant deferral / active EE | $2,416 | $4,454-45.8% | $4,175-42.1% | $6,507-62.9% |
| Admin fee / account holder | $71,086 | $5,568+1176.6% | $5,349+1229.0% | $12,624+463.1% |