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 | $24,006 | $106,584-77.5% | $101,326-76.3% | $142,382-83.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 324.74% | 36.93%+287.8pp | 36.82%+287.9pp | 217.08%+107.7pp |
| Employer contribution / active EE | $0 | $3,956-100.0% | $3,665-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $13,152 | $8,297+58.5% | $7,994+64.5% | $6,507+102.1% |
| Admin fee / account holder | $2,211 | $11,446-80.7% | $11,185-80.2% | $12,624-82.5% |