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 | $98,492 | $169,032-41.7% | $129,207-23.8% | $145,922-32.5% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 6.26% | 14330.11%-14323.9pp | 9417.33%-9411.1pp | 561.29%-555.0pp |
| Employer contribution / active EE | $23,931 | $5,537+332.2% | $4,153+476.2% | $4,660+413.6% |
| Participant deferral / active EE | $11,500 | $4,987+130.6% | $4,168+175.9% | $6,688+72.0% |
| Admin fee / account holder | $493 | $9,954-95.0% | $7,715-93.6% | $13,397-96.3% |