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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,152 | $100,773-91.9% | $88,946-90.8% | $142,382-94.3% |
| Participation rate | 92.3% | 74.3%+18.0pp | 68.8%+23.5pp | 80.1%+12.2pp |
| Annual return | 26.77% | 70.18%-43.4pp | 57.82%-31.1pp | 217.08%-190.3pp |
| Employer contribution / active EE | $8,514 | $2,918+191.8% | $2,555+233.3% | $4,299+98.1% |
| Participant deferral / active EE | $0 | $5,230-100.0% | $4,581-100.0% | $6,507-100.0% |
| Admin fee / account holder | $3,461 | $9,693-64.3% | $8,261-58.1% | $12,624-72.6% |