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 | $27,576 | $89,753-69.3% | $107,525-74.4% | $84,808-67.5% |
| Participation rate | 98.8% | 68.1%+30.7pp | 75.1%+23.7pp | 68.3%+30.5pp |
| Annual return | -14.55% | 29.48%-44.0pp | 181.32%-195.9pp | 40.90%-55.5pp |
| Employer contribution / active EE | $1,852 | $3,113-40.5% | $3,754-50.7% | $2,631-29.6% |
| Participant deferral / active EE | $0 | $4,056-100.0% | $5,116-100.0% | $4,212-100.0% |
| Admin fee / account holder | $1,205 | $7,222-83.3% | $8,919-86.5% | $7,344-83.6% |