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 | $20,318 | $106,584-80.9% | $101,326-79.9% | $142,382-85.7% |
| Participation rate | 88.2% | 82.7%+5.5pp | 81.5%+6.7pp | 80.1%+8.1pp |
| Annual return | 13.21% | 36.93%-23.7pp | 36.82%-23.6pp | 217.08%-203.9pp |
| Employer contribution / active EE | $0 | $3,956-100.0% | $3,665-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $4,701 | $8,297-43.3% | $7,994-41.2% | $6,507-27.8% |
| Admin fee / account holder | $11,346 | $11,446-0.9% | $11,185+1.4% | $12,624-10.1% |