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 | $173,924 | $111,724+55.7% | $93,606+85.8% | $145,922+19.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 7.63% | 202.98%-195.3pp | 133.20%-125.6pp | 561.29%-553.7pp |
| Employer contribution / active EE | $1,413 | $3,090-54.3% | $2,420-41.6% | $4,660-69.7% |
| Participant deferral / active EE | $13,083 | $4,912+166.4% | $4,411+196.6% | $6,688+95.6% |
| Admin fee / account holder | $1,594 | $10,250-84.4% | $8,285-80.8% | $13,397-88.1% |