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 | $83,647 | $101,724-17.8% | $164,813-49.2% | $80,856+3.5% |
| Participation rate | 96.5% | 71.8%+24.7pp | 78.6%+17.9pp | 67.6%+28.9pp |
| Annual return | 45.90% | 16.72%+29.2pp | 69.93%-24.0pp | 35.59%+10.3pp |
| Employer contribution / active EE | $15,399 | $2,953+421.4% | $4,341+254.7% | $2,755+459.0% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,031-100.0% | $4,296-100.0% |
| Admin fee / account holder | $3,639 | $8,227-55.8% | $12,690-71.3% | $6,918-47.4% |