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 | $61,651 | $81,460-24.3% | $103,333-40.3% | $80,856-23.8% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 78.82% | 25.55%+53.3pp | 24.88%+53.9pp | 35.59%+43.2pp |
| Employer contribution / active EE | $9,092 | $3,105+192.8% | $3,868+135.1% | $2,755+230.0% |
| Participant deferral / active EE | $0 | $3,869-100.0% | $5,057-100.0% | $4,296-100.0% |
| Admin fee / account holder | $7,232 | $6,566+10.1% | $8,355-13.4% | $6,918+4.5% |