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 | $43,175 | $86,929-50.3% | $102,423-57.8% | $80,856-46.6% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 0.71% | 18.88%-18.2pp | 29.32%-28.6pp | 35.59%-34.9pp |
| Employer contribution / active EE | $7,039 | $2,369+197.1% | $3,023+132.8% | $2,755+155.5% |
| Participant deferral / active EE | $0 | $4,118-100.0% | $5,053-100.0% | $4,296-100.0% |
| Admin fee / account holder | $5,660 | $8,049-29.7% | $9,451-40.1% | $6,918-18.2% |