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 | $120,120 | $189,613-36.6% | $167,512-28.3% | $142,382-15.6% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 7.74% | 2024.68%-2016.9pp | 1615.79%-1608.1pp | 217.08%-209.3pp |
| Employer contribution / active EE | $9,480 | $4,349+118.0% | $3,882+144.2% | $4,299+120.5% |
| Participant deferral / active EE | $25,000 | $6,981+258.1% | $6,405+290.3% | $6,507+284.2% |
| Admin fee / account holder | $882 | $10,528-91.6% | $9,769-91.0% | $12,624-93.0% |