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 | $233,269 | $102,604+127.3% | $86,188+170.7% | $139,434+67.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 21.33% | 1922.51%-1901.2pp | 1168.45%-1147.1pp | 372.94%-351.6pp |
| Employer contribution / active EE | $209 | $3,032-93.1% | $2,380-91.2% | $4,751-95.6% |
| Participant deferral / active EE | $30,000 | $4,676+541.6% | $3,985+652.8% | $6,710+347.1% |
| Admin fee / account holder | $2,152 | $8,657-75.1% | $6,852-68.6% | $11,403-81.1% |