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 | $62,091 | $111,724-44.4% | $93,606-33.7% | $145,922-57.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 4.99% | 202.98%-198.0pp | 133.20%-128.2pp | 561.29%-556.3pp |
| Employer contribution / active EE | $2,936 | $3,090-5.0% | $2,420+21.3% | $4,660-37.0% |
| Participant deferral / active EE | $6,440 | $4,912+31.1% | $4,411+46.0% | $6,688-3.7% |
| Admin fee / account holder | $338 | $10,250-96.7% | $8,285-95.9% | $13,397-97.5% |