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 | $18,694 | $106,584-82.5% | $101,326-81.6% | $142,382-86.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 34.93% | 36.93%-2.0pp | 36.82%-1.9pp | 217.08%-182.1pp |
| Employer contribution / active EE | $0 | $3,956-100.0% | $3,665-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $12,917 | $8,297+55.7% | $7,994+61.6% | $6,507+98.5% |
| Admin fee / account holder | $419 | $11,446-96.3% | $11,185-96.3% | $12,624-96.7% |