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 | $19,040 | $106,584-82.1% | $101,326-81.2% | $142,382-86.6% |
| Participation rate | 83.3% | 82.7%+0.6pp | 81.5%+1.8pp | 80.1%+3.2pp |
| Annual return | 20.70% | 36.93%-16.2pp | 36.82%-16.1pp | 217.08%-196.4pp |
| Employer contribution / active EE | $0 | $3,956-100.0% | $3,665-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $25,237 | $8,297+204.2% | $7,994+215.7% | $6,507+287.8% |
| Admin fee / account holder | $10,379 | $11,446-9.3% | $11,185-7.2% | $12,624-17.8% |