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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,525 | $100,773+26.5% | $88,946+43.4% | $142,382-10.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 10.79% | 70.18%-59.4pp | 57.82%-47.0pp | 217.08%-206.3pp |
| Employer contribution / active EE | $198 | $2,918-93.2% | $2,555-92.3% | $4,299-95.4% |
| Participant deferral / active EE | $3,083 | $5,230-41.0% | $4,581-32.7% | $6,507-52.6% |
| Admin fee / account holder | $2,707 | $9,693-72.1% | $8,261-67.2% | $12,624-78.6% |