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 | $51,134 | $60,022-14.8% | $88,946-42.5% | $84,808-39.7% |
| Participation rate | 89.7% | 57.8%+31.8pp | 68.8%+20.8pp | 68.3%+21.3pp |
| Annual return | 272.86% | 22.43%+250.4pp | 57.82%+215.0pp | 40.90%+232.0pp |
| Employer contribution / active EE | $8,779 | $1,703+415.6% | $2,555+243.6% | $2,631+233.7% |
| Participant deferral / active EE | $0 | $3,114-100.0% | $4,581-100.0% | $4,212-100.0% |
| Admin fee / account holder | $3,014 | $4,811-37.4% | $8,261-63.5% | $7,344-59.0% |