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 | $36,006 | $189,613-81.0% | $167,512-78.5% | $142,382-74.7% |
| Participation rate | 77.3% | 80.1%-2.9pp | 77.1%+0.2pp | 80.1%-2.8pp |
| Annual return | 8.36% | 2024.68%-2016.3pp | 1615.79%-1607.4pp | 217.08%-208.7pp |
| Employer contribution / active EE | $1,438 | $4,349-66.9% | $3,882-63.0% | $4,299-66.6% |
| Participant deferral / active EE | $1,567 | $6,981-77.6% | $6,405-75.5% | $6,507-75.9% |
| Admin fee / account holder | $999 | $10,528-90.5% | $9,769-89.8% | $12,624-92.1% |