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 | $18,910 | $133,922-85.9% | $116,228-83.7% | $142,382-86.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 28.31% | 147.76%-119.5pp | 90.06%-61.8pp | 217.08%-188.8pp |
| Employer contribution / active EE | $0 | $3,446-100.0% | $2,994-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $18,393 | $5,672+224.3% | $4,953+271.3% | $6,507+182.6% |
| Admin fee / account holder | $6,797 | $14,945-54.5% | $11,989-43.3% | $12,624-46.2% |