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 | $54,905 | $75,935-27.7% | $60,547-9.3% | $125,391-56.2% |
| Participation rate | 76.5% | 76.5%-0.1pp | 68.0%+8.5pp | 83.2%-6.7pp |
| Annual return | -1.23% | -5.38%+4.1pp | 335.64%-336.9pp | 282.22%-283.5pp |
| Employer contribution / active EE | $4,135 | $3,438+20.3% | $2,419+70.9% | $4,866-15.0% |
| Participant deferral / active EE | $1,206 | $4,506-73.2% | $3,328-63.8% | $5,352-77.5% |
| Admin fee / account holder | $8,112 | $6,768+19.9% | $4,536+78.8% | $9,540-15.0% |