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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,666 | $165,984-94.2% | $164,813-94.1% | $145,922-93.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 16.30% | 100.03%-83.7pp | 69.93%-53.6pp | 561.29%-545.0pp |
| Employer contribution / active EE | $1,697 | $5,273-67.8% | $4,341-60.9% | $4,660-63.6% |
| Participant deferral / active EE | $3,708 | $6,959-46.7% | $6,031-38.5% | $6,688-44.6% |
| Admin fee / account holder | $9,841 | $16,648-40.9% | $12,690-22.5% | $13,397-26.5% |