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 | $47,747 | $56,199-15.0% | $67,652-29.4% | $59,632-19.9% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | -9.79% | 18505.31%-18515.1pp | 6625.04%-6634.8pp | 2041.28%-2051.1pp |
| Employer contribution / active EE | $7,752 | $1,614+380.1% | $2,266+242.2% | $2,203+251.9% |
| Participant deferral / active EE | $0 | $2,844-100.0% | $3,560-100.0% | $3,192-100.0% |
| Admin fee / account holder | $2,755 | $3,958-30.4% | $4,821-42.9% | $4,297-35.9% |