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 | $57,486 | $111,754-48.6% | $103,333-44.4% | $145,922-60.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 7.32% | 24.77%-17.5pp | 24.88%-17.6pp | 561.29%-554.0pp |
| Employer contribution / active EE | $1,084 | $4,212-74.3% | $3,868-72.0% | $4,660-76.7% |
| Participant deferral / active EE | $15,137 | $5,619+169.4% | $5,057+199.3% | $6,688+126.3% |
| Admin fee / account holder | $853 | $9,750-91.3% | $8,355-89.8% | $13,397-93.6% |