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 | $100,004 | $109,881-9.0% | $150,045-33.4% | $84,808+17.9% |
| Participation rate | 89.2% | 76.1%+13.1pp | 82.3%+6.9pp | 68.3%+20.9pp |
| Annual return | 16.48% | 28.25%-11.8pp | 62.55%-46.1pp | 40.90%-24.4pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $10,400 | $6,636+56.7% | $7,997+30.0% | $4,212+146.9% |
| Admin fee / account holder | $16,090 | $8,568+87.8% | $13,435+19.8% | $7,344+119.1% |