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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,038 | $102,317-40.3% | $146,958-58.5% | $80,856-24.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 8.77% | 134.76%-126.0pp | 418.34%-409.6pp | 35.59%-26.8pp |
| Employer contribution / active EE | $3,058 | $3,713-17.7% | $4,933-38.0% | $2,755+11.0% |
| Participant deferral / active EE | $4,132 | $6,644-37.8% | $8,070-48.8% | $4,296-3.8% |
| Admin fee / account holder | $2,158 | $7,941-72.8% | $12,998-83.4% | $6,918-68.8% |