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 | $100,037 | $106,584-6.1% | $101,326-1.3% | $142,382-29.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 16.02% | 36.93%-20.9pp | 36.82%-20.8pp | 217.08%-201.1pp |
| Employer contribution / active EE | $31,361 | $3,956+692.8% | $3,665+755.6% | $4,299+629.5% |
| Participant deferral / active EE | $0 | $8,297-100.0% | $7,994-100.0% | $6,507-100.0% |
| Admin fee / account holder | $380 | $11,446-96.7% | $11,185-96.6% | $12,624-97.0% |