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 | $217,671 | $185,822+17.1% | $169,993+28.0% | $139,434+56.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 3.38% | 60.50%-57.1pp | 53.37%-50.0pp | 372.94%-369.6pp |
| Employer contribution / active EE | $43,500 | $7,590+473.1% | $6,785+541.1% | $4,751+815.6% |
| Participant deferral / active EE | $30,000 | $11,622+158.1% | $10,408+188.3% | $6,710+347.1% |
| Admin fee / account holder | $143,864 | $15,381+835.4% | $12,815+1022.6% | $11,403+1161.7% |