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 | $49,667 | $201,272-75.3% | $184,203-73.0% | $145,922-66.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | -51.35% | 29.00%-80.4pp | 28.81%-80.2pp | 561.29%-612.6pp |
| Employer contribution / active EE | $17,004 | $7,022+142.2% | $6,427+164.6% | $4,660+264.9% |
| Participant deferral / active EE | $0 | $9,806-100.0% | $9,131-100.0% | $6,688-100.0% |
| Admin fee / account holder | $17,004 | $16,364+3.9% | $13,901+22.3% | $13,397+26.9% |