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 | $13,835 | $117,983-88.3% | $101,794-86.4% | $142,382-90.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 84.94% | 36.92%+48.0pp | 30.53%+54.4pp | 217.08%-132.1pp |
| Employer contribution / active EE | $0 | $2,773-100.0% | $2,289-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $5,199 | $4,714+10.3% | $4,084+27.3% | $6,507-20.1% |
| Admin fee / account holder | $1,135 | $10,433-89.1% | $8,777-87.1% | $12,624-91.0% |