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 | $55,892 | $91,538-38.9% | $129,995-57.0% | $75,163-25.6% |
| Participation rate | 95.5% | 71.4%+24.0pp | 78.5%+17.0pp | 67.2%+28.3pp |
| Annual return | -25.45% | -631.11%+605.7pp | -137.18%+111.7pp | 160.62%-186.1pp |
| Employer contribution / active EE | $47,702 | $2,845+1576.5% | $4,320+1004.3% | $2,670+1686.7% |
| Participant deferral / active EE | $0 | $4,341-100.0% | $5,820-100.0% | $4,125-100.0% |
| Admin fee / account holder | $21,807 | $6,790+221.2% | $10,614+105.4% | $5,651+285.9% |