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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,113 | $78,926-12.4% | $136,749-49.5% | $84,808-18.5% |
| Participation rate | 100.0% | 62.2%+37.8pp | 72.1%+27.9pp | 68.3%+31.7pp |
| Annual return | 12.52% | 18.17%-5.6pp | 24.33%-11.8pp | 40.90%-28.4pp |
| Employer contribution / active EE | $4,702 | $2,134+120.3% | $3,400+38.3% | $2,631+78.7% |
| Participant deferral / active EE | $0 | $3,168-100.0% | $4,692-100.0% | $4,212-100.0% |
| Admin fee / account holder | $9,726 | $6,369+52.7% | $11,386-14.6% | $7,344+32.4% |