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.
Participant 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 | $157,645 | $117,983+33.6% | $101,794+54.9% | $142,382+10.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 8.19% | 36.92%-28.7pp | 30.53%-22.3pp | 217.08%-208.9pp |
| Employer contribution / active EE | $6,074 | $2,773+119.1% | $2,289+165.4% | $4,299+41.3% |
| Participant deferral / active EE | $0 | $4,714-100.0% | $4,084-100.0% | $6,507-100.0% |
| Admin fee / account holder | $7,820 | $10,433-25.0% | $8,777-10.9% | $12,624-38.1% |