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 | $33,667 | $109,881-69.4% | $150,045-77.6% | $84,808-60.3% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 2389.74% | 28.25%+2361.5pp | 62.55%+2327.2pp | 40.90%+2348.8pp |
| Employer contribution / active EE | $522 | $3,561-85.3% | $4,693-88.9% | $2,631-80.1% |
| Participant deferral / active EE | $0 | $6,636-100.0% | $7,997-100.0% | $4,212-100.0% |
| Admin fee / account holder | $337 | $8,568-96.1% | $13,435-97.5% | $7,344-95.4% |