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 | $104,562 | $177,572-41.1% | $154,803-32.5% | $142,382-26.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 0.00% | 65.07%-65.1pp | 58.88%-58.9pp | 217.08%-217.1pp |
| Employer contribution / active EE | $1,168 | $4,810-75.7% | $4,305-72.9% | $4,299-72.8% |
| Participant deferral / active EE | $1,533 | $6,272-75.6% | $5,540-72.3% | $6,507-76.4% |
| Admin fee / account holder | $2,595 | $16,786-84.5% | $14,329-81.9% | $12,624-79.4% |