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 | $162,965 | $117,841+38.3% | $102,423+59.1% | $145,922+11.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 5.88% | 31.65%-25.8pp | 29.32%-23.4pp | 561.29%-555.4pp |
| Employer contribution / active EE | $8,281 | $3,615+129.1% | $3,023+173.9% | $4,660+77.7% |
| Participant deferral / active EE | $15,250 | $5,731+166.1% | $5,053+201.8% | $6,688+128.0% |
| Admin fee / account holder | $5,000 | $13,326-62.5% | $9,451-47.1% | $13,397-62.7% |