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 | $84,819 | $210,648-59.7% | $177,989-52.3% | $145,922-41.9% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 2.33% | 385.86%-383.5pp | 294.48%-292.2pp | 561.29%-559.0pp |
| Employer contribution / active EE | $11,442 | $4,565+150.7% | $3,949+189.8% | $4,660+145.6% |
| Participant deferral / active EE | $24,500 | $6,958+252.1% | $6,276+290.4% | $6,688+266.3% |
| Admin fee / account holder | $536 | $12,013-95.5% | $10,363-94.8% | $13,397-96.0% |