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.
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 | $1,707 | $56,053-97.0% | $75,972-97.8% | $80,856-97.9% |
| Participation rate | 97.4% | 62.0%+35.4pp | 69.1%+28.4pp | 67.6%+29.8pp |
| Annual return | -538.29% | 20.53%-558.8pp | 359.55%-897.8pp | 35.59%-573.9pp |
| Employer contribution / active EE | $23,709 | $1,874+1165.1% | $2,685+783.1% | $2,755+760.7% |
| Participant deferral / active EE | $0 | $3,052-100.0% | $4,255-100.0% | $4,296-100.0% |
| Admin fee / account holder | $21,946 | $5,234+319.3% | $6,467+239.4% | $6,918+217.2% |