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 | $41,992 | $108,919-61.4% | $100,391-58.2% | $145,922-71.2% |
| Participation rate | 78.9% | 82.9%-4.0pp | 81.5%-2.5pp | 80.3%-1.3pp |
| Annual return | 146.25% | 57.88%+88.4pp | 49.20%+97.0pp | 561.29%-415.0pp |
| Employer contribution / active EE | $0 | $4,419-100.0% | $3,942-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $11,099 | $8,445+31.4% | $8,082+37.3% | $6,688+66.0% |
| Admin fee / account holder | $1,299 | $9,689-86.6% | $7,899-83.6% | $13,397-90.3% |