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 | $169,036 | $99,877+69.2% | $84,966+98.9% | $145,922+15.8% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 2.21% | 83.76%-81.5pp | 66.38%-64.2pp | 561.29%-559.1pp |
| Employer contribution / active EE | $1,313 | $3,231-59.4% | $2,727-51.9% | $4,660-71.8% |
| Participant deferral / active EE | $1,313 | $5,291-75.2% | $4,519-71.0% | $6,688-80.4% |
| Admin fee / account holder | $25,088 | $7,248+246.1% | $6,149+308.0% | $13,397+87.3% |