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 | $38,936 | $111,754-65.2% | $103,333-62.3% | $145,922-73.3% |
| Participation rate | 87.0% | 77.9%+9.0pp | 74.5%+12.4pp | 80.3%+6.7pp |
| Annual return | -15.07% | 24.77%-39.8pp | 24.88%-39.9pp | 561.29%-576.4pp |
| Employer contribution / active EE | $20,379 | $4,212+383.8% | $3,868+426.9% | $4,660+337.4% |
| Participant deferral / active EE | $0 | $5,619-100.0% | $5,057-100.0% | $6,688-100.0% |
| Admin fee / account holder | $9,011 | $9,750-7.6% | $8,355+7.9% | $13,397-32.7% |