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.
Employer 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 | $13,242 | $109,327-87.9% | $89,391-85.2% | $158,922-91.7% |
| Participation rate | 81.3% | 74.3%+7.0pp | 68.0%+13.3pp | 82.0%-0.7pp |
| Annual return | 5371.37% | 345.68%+5025.7pp | 245.62%+5125.8pp | 302.83%+5068.5pp |
| Employer contribution / active EE | $0 | $3,170-100.0% | $2,586-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,179 | $4,598-52.6% | $3,890-44.0% | $5,982-63.6% |
| Admin fee / account holder | $318 | $6,153-94.8% | $4,881-93.5% | $11,246-97.2% |