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 | $26,403 | $24,730+6.8% | $66,042-60.0% | $84,808-68.9% |
| Participation rate | 70.0% | 68.1%+1.9pp | 67.5%+2.5pp | 68.3%+1.7pp |
| Annual return | 12.60% | 79.55%-67.0pp | 52.11%-39.5pp | 40.90%-28.3pp |
| Employer contribution / active EE | $1,721 | $857+100.9% | $1,579+9.0% | $2,631-34.6% |
| Participant deferral / active EE | $2,480 | $1,737+42.8% | $2,835-12.6% | $4,212-41.1% |
| Admin fee / account holder | $1,070 | $3,014-64.5% | $5,747-81.4% | $7,344-85.4% |