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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,178 | $159,901-18.6% | $146,958-11.4% | $145,922-10.8% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 8.01% | 98.13%-90.1pp | 418.34%-410.3pp | 561.29%-553.3pp |
| Employer contribution / active EE | $2,191 | $5,286-58.5% | $4,933-55.6% | $4,660-53.0% |
| Participant deferral / active EE | $2,542 | $8,428-69.8% | $8,070-68.5% | $6,688-62.0% |
| Admin fee / account holder | $31,873 | $15,044+111.9% | $12,998+145.2% | $13,397+137.9% |