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 | $84,377 | $161,701-47.8% | - | $142,382-40.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | - | 80.1%+19.9pp |
| Annual return | -79.10% | 549.36%-628.5pp | - | 217.08%-296.2pp |
| Employer contribution / active EE | $30,000 | $4,438+575.9% | - | $4,299+597.8% |
| Participant deferral / active EE | $0 | $5,394-100.0% | - | $6,507-100.0% |
| Admin fee / account holder | $720 | $9,598-92.5% | - | $12,624-94.3% |