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 | $38,832 | $106,584-63.6% | $101,326-61.7% | $142,382-72.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 6.47% | 36.93%-30.5pp | 36.82%-30.3pp | 217.08%-210.6pp |
| Employer contribution / active EE | $0 | $3,956-100.0% | $3,665-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $9,033 | $8,297+8.9% | $7,994+13.0% | $6,507+38.8% |
| Admin fee / account holder | $133,830 | $11,446+1069.2% | $11,185+1096.5% | $12,624+960.1% |