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 | $66,913 | $102,317-34.6% | $146,958-54.5% | $80,856-17.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | -13.14% | 134.76%-147.9pp | 418.34%-431.5pp | 35.59%-48.7pp |
| Employer contribution / active EE | $12,115 | $3,713+226.3% | $4,933+145.6% | $2,755+339.8% |
| Participant deferral / active EE | $0 | $6,644-100.0% | $8,070-100.0% | $4,296-100.0% |
| Admin fee / account holder | $1,589 | $7,941-80.0% | $12,998-87.8% | $6,918-77.0% |