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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,696 | $100,326-62.4% | $180,183-79.1% | $84,808-55.6% |
| Participation rate | 100.0% | 71.0%+29.0pp | 77.4%+22.6pp | 68.3%+31.7pp |
| Annual return | 11.78% | 17.86%-6.1pp | 27.86%-16.1pp | 40.90%-29.1pp |
| Employer contribution / active EE | $5,151 | $3,269+57.6% | $5,039+2.2% | $2,631+95.8% |
| Participant deferral / active EE | $1,481 | $5,066-70.8% | $6,822-78.3% | $4,212-64.8% |
| Admin fee / account holder | $4,434 | $9,674-54.2% | $19,975-77.8% | $7,344-39.6% |