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 | $61,980 | $127,065-51.2% | $113,168-45.2% | $142,382-56.5% |
| Participation rate | 83.3% | 79.2%+4.1pp | 76.6%+6.8pp | 80.1%+3.2pp |
| Annual return | 27.75% | 24.03%+3.7pp | 24.27%+3.5pp | 217.08%-189.3pp |
| Employer contribution / active EE | $0 | $3,442-100.0% | $2,975-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $22,083 | $5,716+286.3% | $5,107+332.4% | $6,507+239.4% |
| Admin fee / account holder | $340 | $15,736-97.8% | $12,068-97.2% | $12,624-97.3% |