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 | $129,102 | $133,922-3.6% | $116,228+11.1% | $142,382-9.3% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.6%+14.3pp | 80.1%+8.8pp |
| Annual return | 5.09% | 147.76%-142.7pp | 90.06%-85.0pp | 217.08%-212.0pp |
| Employer contribution / active EE | $8,021 | $3,446+132.8% | $2,994+167.8% | $4,299+86.6% |
| Participant deferral / active EE | $0 | $5,672-100.0% | $4,953-100.0% | $6,507-100.0% |
| Admin fee / account holder | $4,366 | $14,945-70.8% | $11,989-63.6% | $12,624-65.4% |