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 | $138,495 | $159,901-13.4% | $146,958-5.8% | $145,922-5.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 4.52% | 98.13%-93.6pp | 418.34%-413.8pp | 561.29%-556.8pp |
| Employer contribution / active EE | $2,136 | $5,286-59.6% | $4,933-56.7% | $4,660-54.2% |
| Participant deferral / active EE | $0 | $8,428-100.0% | $8,070-100.0% | $6,688-100.0% |
| Admin fee / account holder | $5,500 | $15,044-63.4% | $12,998-57.7% | $13,397-58.9% |