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 | $92,924 | $87,135+6.6% | $206,214-54.9% | $116,875-20.5% |
| Participation rate | 86.5% | 76.8%+9.7pp | 82.4%+4.1pp | 74.5%+12.0pp |
| Annual return | 18.13% | 22.51%-4.4pp | -1.60%+19.7pp | 16.29%+1.8pp |
| Employer contribution / active EE | $6,269 | $3,046+105.8% | $5,967+5.0% | $3,288+90.7% |
| Participant deferral / active EE | $444 | $3,898-88.6% | $4,649-90.5% | $3,885-88.6% |
| Admin fee / account holder | $5,327 | $8,630-38.3% | $13,671-61.0% | $12,263-56.6% |