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 | $22,685 | $159,602-85.8% | $150,045-84.9% | $142,382-84.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | -10.33% | 70.24%-80.6pp | 62.55%-72.9pp | 217.08%-227.4pp |
| Employer contribution / active EE | $2,577 | $4,961-48.1% | $4,693-45.1% | $4,299-40.1% |
| Participant deferral / active EE | $3,424 | $8,310-58.8% | $7,997-57.2% | $6,507-47.4% |
| Admin fee / account holder | $404,053 | $14,846+2621.6% | $13,435+2907.5% | $12,624+3100.7% |