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 | $129,077 | $114,381+12.8% | $107,525+20.0% | $142,382-9.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 10.67% | 242.71%-232.0pp | 181.32%-170.7pp | 217.08%-206.4pp |
| Employer contribution / active EE | $34,333 | $4,015+755.2% | $3,754+814.7% | $4,299+698.6% |
| Participant deferral / active EE | $23,217 | $5,564+317.2% | $5,116+353.8% | $6,507+256.8% |
| Admin fee / account holder | $712 | $9,860-92.8% | $8,919-92.0% | $12,624-94.4% |