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 | $28,152 | $133,922-79.0% | $116,228-75.8% | $142,382-80.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 5.18% | 147.76%-142.6pp | 90.06%-84.9pp | 217.08%-211.9pp |
| Employer contribution / active EE | $5,678 | $3,446+64.8% | $2,994+89.6% | $4,299+32.1% |
| Participant deferral / active EE | $0 | $5,672-100.0% | $4,953-100.0% | $6,507-100.0% |
| Admin fee / account holder | $551 | $14,945-96.3% | $11,989-95.4% | $12,624-95.6% |