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 | $2,985 | $114,381-97.4% | $107,525-97.2% | $142,382-97.9% |
| Participation rate | 90.9% | 78.1%+12.8pp | 75.1%+15.8pp | 80.1%+10.8pp |
| Annual return | 0.00% | 242.71%-242.7pp | 181.32%-181.3pp | 217.08%-217.1pp |
| Employer contribution / active EE | $1,495 | $4,015-62.8% | $3,754-60.2% | $4,299-65.2% |
| Participant deferral / active EE | $1,617 | $5,564-70.9% | $5,116-68.4% | $6,507-75.2% |
| Admin fee / account holder | $741 | $9,860-92.5% | $8,919-91.7% | $12,624-94.1% |