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 | $27,138 | $61,774-56.1% | $97,226-72.1% | $80,856-66.4% |
| Participation rate | 83.7% | 63.5%+20.2pp | 72.7%+11.0pp | 67.6%+16.1pp |
| Annual return | -43.21% | -557.90%+514.7pp | 75.13%-118.3pp | 35.59%-78.8pp |
| Employer contribution / active EE | $13,776 | $1,837+650.1% | $2,729+404.8% | $2,755+400.1% |
| Participant deferral / active EE | $0 | $3,029-100.0% | $4,264-100.0% | $4,296-100.0% |
| Admin fee / account holder | $9,529 | $5,166+84.4% | $5,654+68.5% | $6,918+37.7% |