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 | $49,553 | $95,803-48.3% | $113,168-56.2% | $84,808-41.6% |
| Participation rate | 91.9% | 72.9%+19.0pp | 76.6%+15.3pp | 68.3%+23.6pp |
| Annual return | 10.91% | 25.00%-14.1pp | 24.27%-13.4pp | 40.90%-30.0pp |
| Employer contribution / active EE | $2,045 | $2,360-13.3% | $2,975-31.3% | $2,631-22.3% |
| Participant deferral / active EE | $2,764 | $4,242-34.8% | $5,107-45.9% | $4,212-34.4% |
| Admin fee / account holder | $2,747 | $8,989-69.4% | $12,068-77.2% | $7,344-62.6% |