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 | $22,138 | $80,673-72.6% | $101,326-78.2% | $84,808-73.9% |
| Participation rate | 92.9% | 77.8%+15.1pp | 81.5%+11.4pp | 68.3%+24.5pp |
| Annual return | 30.48% | 38.95%-8.5pp | 36.82%-6.3pp | 40.90%-10.4pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $16,949 | $6,840+147.8% | $7,994+112.0% | $4,212+302.4% |
| Admin fee / account holder | $3,548 | $12,784-72.2% | $11,185-68.3% | $7,344-51.7% |