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 | $96,755 | $64,480+50.1% | $81,382+18.9% | $80,856+19.7% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.6%+32.4pp |
| Annual return | 312.41% | 16.34%+296.1pp | 24.73%+287.7pp | 35.59%+276.8pp |
| Employer contribution / active EE | $10,401 | $1,978+425.7% | $2,463+322.3% | $2,755+277.5% |
| Participant deferral / active EE | $0 | $3,094-100.0% | $3,883-100.0% | $4,296-100.0% |
| Admin fee / account holder | $1,576 | $5,671-72.2% | $5,768-72.7% | $6,918-77.2% |