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 | $21,709 | $159,602-86.4% | $150,045-85.5% | $142,382-84.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 3.32% | 70.24%-66.9pp | 62.55%-59.2pp | 217.08%-213.8pp |
| Employer contribution / active EE | $14,542 | $4,961+193.1% | $4,693+209.9% | $4,299+238.2% |
| Participant deferral / active EE | $45,875 | $8,310+452.0% | $7,997+473.6% | $6,507+605.0% |
| Admin fee / account holder | $68,442 | $14,846+361.0% | $13,435+409.4% | $12,624+442.2% |