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 | $28,276 | $127,065-77.7% | $113,168-75.0% | $142,382-80.1% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 0.00% | 24.03%-24.0pp | 24.27%-24.3pp | 217.08%-217.1pp |
| Employer contribution / active EE | $4,921 | $3,442+43.0% | $2,975+65.4% | $4,299+14.5% |
| Participant deferral / active EE | $15,073 | $5,716+163.7% | $5,107+195.1% | $6,507+131.6% |
| Admin fee / account holder | $2,208 | $15,736-86.0% | $12,068-81.7% | $12,624-82.5% |