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 | $106,064 | $89,753+18.2% | $107,525-1.4% | $84,808+25.1% |
| Participation rate | 93.9% | 68.1%+25.9pp | 75.1%+18.9pp | 68.3%+25.6pp |
| Annual return | 5.40% | 29.48%-24.1pp | 181.32%-175.9pp | 40.90%-35.5pp |
| Employer contribution / active EE | $16,638 | $3,113+434.4% | $3,754+343.3% | $2,631+532.4% |
| Participant deferral / active EE | $0 | $4,056-100.0% | $5,116-100.0% | $4,212-100.0% |
| Admin fee / account holder | $7,592 | $7,222+5.1% | $8,919-14.9% | $7,344+3.4% |