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 | $64,779 | $109,881-41.0% | $150,045-56.8% | $84,808-23.6% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 13.33% | 28.25%-14.9pp | 62.55%-49.2pp | 40.90%-27.6pp |
| Employer contribution / active EE | $3,168 | $3,561-11.0% | $4,693-32.5% | $2,631+20.4% |
| Participant deferral / active EE | $4,493 | $6,636-32.3% | $7,997-43.8% | $4,212+6.7% |
| Admin fee / account holder | $4,552 | $8,568-46.9% | $13,435-66.1% | $7,344-38.0% |