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 | $86,300 | $177,572-51.4% | $154,803-44.3% | $142,382-39.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 6.13% | 65.07%-58.9pp | 58.88%-52.7pp | 217.08%-210.9pp |
| Employer contribution / active EE | $1,713 | $4,810-64.4% | $4,305-60.2% | $4,299-60.1% |
| Participant deferral / active EE | $2,866 | $6,272-54.3% | $5,540-48.3% | $6,507-56.0% |
| Admin fee / account holder | $70,747 | $16,786+321.5% | $14,329+393.7% | $12,624+460.4% |