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 | $138,467 | $114,381+21.1% | $107,525+28.8% | $142,382-2.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 9.94% | 242.71%-232.8pp | 181.32%-171.4pp | 217.08%-207.1pp |
| Employer contribution / active EE | $12,805 | $4,015+219.0% | $3,754+241.2% | $4,299+197.9% |
| Participant deferral / active EE | $15,667 | $5,564+181.6% | $5,116+206.3% | $6,507+140.8% |
| Admin fee / account holder | $536 | $9,860-94.6% | $8,919-94.0% | $12,624-95.8% |