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 | $33,845 | $104,974-67.8% | $95,585-64.6% | $142,382-76.2% |
| Participation rate | 95.5% | 75.0%+20.5pp | 72.1%+23.4pp | 80.1%+15.3pp |
| Annual return | 11.92% | 210.33%-198.4pp | 38.56%-26.6pp | 217.08%-205.2pp |
| Employer contribution / active EE | $0 | $2,779-100.0% | $2,527-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $4,487 | $4,352+3.1% | $4,023+11.5% | $6,507-31.0% |
| Admin fee / account holder | $25,249 | $6,386+295.4% | $6,127+312.1% | $12,624+100.0% |