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 | $23,212 | $81,460-71.5% | $103,333-77.5% | $80,856-71.3% |
| Participation rate | 97.8% | 66.8%+30.9pp | 74.5%+23.3pp | 67.6%+30.1pp |
| Annual return | -239.76% | 25.55%-265.3pp | 24.88%-264.6pp | 35.59%-275.4pp |
| Employer contribution / active EE | $52,837 | $3,105+1601.5% | $3,868+1266.1% | $2,755+1818.0% |
| Participant deferral / active EE | $0 | $3,869-100.0% | $5,057-100.0% | $4,296-100.0% |
| Admin fee / account holder | $18,674 | $6,566+184.4% | $8,355+123.5% | $6,918+169.9% |