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 | $178,084 | $133,922+33.0% | $116,228+53.2% | $142,382+25.1% |
| Participation rate | 81.8% | 77.9%+4.0pp | 74.6%+7.3pp | 80.1%+1.7pp |
| Annual return | 9.53% | 147.76%-138.2pp | 90.06%-80.5pp | 217.08%-207.5pp |
| Employer contribution / active EE | $1,858 | $3,446-46.1% | $2,994-38.0% | $4,299-56.8% |
| Participant deferral / active EE | $6,448 | $5,672+13.7% | $4,953+30.2% | $6,507-0.9% |
| Admin fee / account holder | $19,397 | $14,945+29.8% | $11,989+61.8% | $12,624+53.7% |