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 | $111,079 | $177,572-37.4% | $154,803-28.2% | $142,382-22.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 8.27% | 65.07%-56.8pp | 58.88%-50.6pp | 217.08%-208.8pp |
| Employer contribution / active EE | $1,761 | $4,810-63.4% | $4,305-59.1% | $4,299-59.0% |
| Participant deferral / active EE | $5,346 | $6,272-14.8% | $5,540-3.5% | $6,507-17.8% |
| Admin fee / account holder | $8,614 | $16,786-48.7% | $14,329-39.9% | $12,624-31.8% |