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 | $112,146 | $99,877+12.3% | $84,966+32.0% | $145,922-23.1% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 0.00% | 83.76%-83.8pp | 66.38%-66.4pp | 561.29%-561.3pp |
| Employer contribution / active EE | $1,083 | $3,231-66.5% | $2,727-60.3% | $4,660-76.8% |
| Participant deferral / active EE | $3,249 | $5,291-38.6% | $4,519-28.1% | $6,688-51.4% |
| Admin fee / account holder | $837 | $7,248-88.5% | $6,149-86.4% | $13,397-93.8% |