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 | $26,562 | $80,717-67.1% | $154,803-82.8% | $84,808-68.7% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 3.90% | 37.96%-34.1pp | 58.88%-55.0pp | 40.90%-37.0pp |
| Employer contribution / active EE | $1,596 | $2,761-42.2% | $4,305-62.9% | $2,631-39.3% |
| Participant deferral / active EE | $0 | $3,303-100.0% | $5,540-100.0% | $4,212-100.0% |
| Admin fee / account holder | $799 | $6,746-88.2% | $14,329-94.4% | $7,344-89.1% |