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 | $196,569 | $210,648-6.7% | $177,989+10.4% | $145,922+34.7% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 1.77% | 385.86%-384.1pp | 294.48%-292.7pp | 561.29%-559.5pp |
| Employer contribution / active EE | $586 | $4,565-87.2% | $3,949-85.2% | $4,660-87.4% |
| Participant deferral / active EE | $20,000 | $6,958+187.5% | $6,276+218.7% | $6,688+199.1% |
| Admin fee / account holder | $919 | $12,013-92.3% | $10,363-91.1% | $13,397-93.1% |