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.)
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 | $726 | $81,460-99.1% | $103,333-99.3% | $80,856-99.1% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | -189.34% | 25.55%-214.9pp | 24.88%-214.2pp | 35.59%-224.9pp |
| Employer contribution / active EE | $16,328 | $3,105+425.8% | $3,868+322.2% | $2,755+492.7% |
| Participant deferral / active EE | $0 | $3,869-100.0% | $5,057-100.0% | $4,296-100.0% |
| Admin fee / account holder | $442,835 | $6,566+6643.9% | $8,355+5200.4% | $6,918+6301.2% |