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 | $37,612 | $106,584-64.7% | $101,326-62.9% | $142,382-73.6% |
| Participation rate | 87.5% | 82.7%+4.8pp | 81.5%+6.0pp | 80.1%+7.4pp |
| Annual return | 155.25% | 36.93%+118.3pp | 36.82%+118.4pp | 217.08%-61.8pp |
| Employer contribution / active EE | $0 | $3,956-100.0% | $3,665-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $15,100 | $8,297+82.0% | $7,994+88.9% | $6,507+132.0% |
| Admin fee / account holder | $1,145 | $11,446-90.0% | $11,185-89.8% | $12,624-90.9% |