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 | $202,377 | $214,378-5.6% | $200,582+0.9% | $142,382+42.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 9.51% | 46.41%-36.9pp | 42.33%-32.8pp | 217.08%-207.6pp |
| Employer contribution / active EE | $8,685 | $6,841+27.0% | $6,419+35.3% | $4,299+102.0% |
| Participant deferral / active EE | $0 | $9,865-100.0% | $9,331-100.0% | $6,507-100.0% |
| Admin fee / account holder | $51,827 | $17,692+192.9% | $16,305+217.9% | $12,624+310.6% |