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 | $113,785 | $179,726-36.7% | $156,263-27.2% | $142,382-20.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 8.39% | 77.86%-69.5pp | 59.47%-51.1pp | 217.08%-208.7pp |
| Employer contribution / active EE | $5,900 | $5,069+16.4% | $4,333+36.2% | $4,299+37.2% |
| Participant deferral / active EE | $24,342 | $6,956+249.9% | $6,158+295.3% | $6,507+274.1% |
| Admin fee / account holder | $753 | $17,272-95.6% | $14,255-94.7% | $12,624-94.0% |