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 | $153,156 | $177,572-13.7% | $154,803-1.1% | $142,382+7.6% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | -0.51% | 65.07%-65.6pp | 58.88%-59.4pp | 217.08%-217.6pp |
| Employer contribution / active EE | $11,737 | $4,810+144.0% | $4,305+172.6% | $4,299+173.0% |
| Participant deferral / active EE | $8,688 | $6,272+38.5% | $5,540+56.8% | $6,507+33.5% |
| Admin fee / account holder | $1,754 | $16,786-89.6% | $14,329-87.8% | $12,624-86.1% |