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 | $99,310 | $94,625+5.0% | $116,228-14.6% | $84,808+17.1% |
| Participation rate | 95.7% | 70.4%+25.3pp | 74.6%+21.2pp | 68.3%+27.4pp |
| Annual return | 10.29% | 20.40%-10.1pp | 90.06%-79.8pp | 40.90%-30.6pp |
| Employer contribution / active EE | $3,116 | $2,347+32.8% | $2,994+4.1% | $2,631+18.4% |
| Participant deferral / active EE | $10,333 | $3,972+160.2% | $4,953+108.6% | $4,212+145.3% |
| Admin fee / account holder | $40,871 | $10,091+305.0% | $11,989+240.9% | $7,344+456.5% |