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 | $64,723 | $74,888-13.6% | $71,209-9.1% | $142,382-54.5% |
| Participation rate | 90.9% | 76.2%+14.7pp | 73.8%+17.2pp | 80.1%+10.8pp |
| Annual return | 13.01% | 345.14%-332.1pp | 282.51%-269.5pp | 217.08%-204.1pp |
| Employer contribution / active EE | $4,873 | $2,854+70.7% | $2,721+79.1% | $4,299+13.4% |
| Participant deferral / active EE | $8,748 | $4,454+96.4% | $4,175+109.5% | $6,507+34.4% |
| Admin fee / account holder | $927 | $5,568-83.4% | $5,349-82.7% | $12,624-92.7% |