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 | $10,478 | $114,381-90.8% | $107,525-90.3% | $142,382-92.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 0.00% | 242.71%-242.7pp | 181.32%-181.3pp | 217.08%-217.1pp |
| Employer contribution / active EE | $2,597 | $4,015-35.3% | $3,754-30.8% | $4,299-39.6% |
| Participant deferral / active EE | $4,136 | $5,564-25.7% | $5,116-19.2% | $6,507-36.4% |
| Admin fee / account holder | $1,102 | $9,860-88.8% | $8,919-87.6% | $12,624-91.3% |