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 | $141,509 | $148,978-5.0% | $200,582-29.5% | $84,808+66.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 11.17% | 28.16%-17.0pp | 42.33%-31.2pp | 40.90%-29.7pp |
| Employer contribution / active EE | $2,791 | $4,815-42.0% | $6,419-56.5% | $2,631+6.1% |
| Participant deferral / active EE | $0 | $7,142-100.0% | $9,331-100.0% | $4,212-100.0% |
| Admin fee / account holder | $11,759 | $13,977-15.9% | $16,305-27.9% | $7,344+60.1% |