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 | $29,259 | $159,602-81.7% | $150,045-80.5% | $142,382-79.5% |
| Participation rate | 89.5% | 84.0%+5.5pp | 82.3%+7.2pp | 80.1%+9.4pp |
| Annual return | 48.55% | 70.24%-21.7pp | 62.55%-14.0pp | 217.08%-168.5pp |
| Employer contribution / active EE | $0 | $4,961-100.0% | $4,693-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $12,643 | $8,310+52.1% | $7,997+58.1% | $6,507+94.3% |
| Admin fee / account holder | $1,377 | $14,846-90.7% | $13,435-89.8% | $12,624-89.1% |