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 | $50,724 | $108,919-53.4% | $100,391-49.5% | $145,922-65.2% |
| Participation rate | 72.2% | 82.9%-10.7pp | 81.5%-9.3pp | 80.3%-8.1pp |
| Annual return | 14.93% | 57.88%-43.0pp | 49.20%-34.3pp | 561.29%-546.4pp |
| Employer contribution / active EE | $0 | $4,419-100.0% | $3,942-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $11,888 | $8,445+40.8% | $8,082+47.1% | $6,688+77.8% |
| Admin fee / account holder | $703 | $9,689-92.7% | $7,899-91.1% | $13,397-94.8% |