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 | $57,233 | $100,773-43.2% | $88,946-35.7% | $142,382-59.8% |
| Participation rate | 80.0% | 74.3%+5.7pp | 68.8%+11.2pp | 80.1%-0.1pp |
| Annual return | 4.98% | 70.18%-65.2pp | 57.82%-52.8pp | 217.08%-212.1pp |
| Employer contribution / active EE | $19,714 | $2,918+575.7% | $2,555+671.6% | $4,299+358.6% |
| Participant deferral / active EE | $0 | $5,230-100.0% | $4,581-100.0% | $6,507-100.0% |
| Admin fee / account holder | $2,152 | $9,693-77.8% | $8,261-73.9% | $12,624-83.0% |