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.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,372 | $111,724-88.9% | $93,606-86.8% | $145,922-91.5% |
| Participation rate | 85.7% | 74.2%+11.5pp | 68.7%+17.0pp | 80.3%+5.4pp |
| Annual return | 15.03% | 202.98%-187.9pp | 133.20%-118.2pp | 561.29%-546.3pp |
| Employer contribution / active EE | $10,585 | $3,090+242.6% | $2,420+337.4% | $4,660+127.2% |
| Participant deferral / active EE | $16,367 | $4,912+233.2% | $4,411+271.0% | $6,688+144.7% |
| Admin fee / account holder | $5,291 | $10,250-48.4% | $8,285-36.1% | $13,397-60.5% |