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 | $153,384 | $201,272-23.8% | $184,203-16.7% | $145,922+5.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 8.39% | 29.00%-20.6pp | 28.81%-20.4pp | 561.29%-552.9pp |
| Employer contribution / active EE | $26,723 | $7,022+280.6% | $6,427+315.8% | $4,660+473.5% |
| Participant deferral / active EE | $15,250 | $9,806+55.5% | $9,131+67.0% | $6,688+128.0% |
| Admin fee / account holder | $1,196 | $16,364-92.7% | $13,901-91.4% | $13,397-91.1% |