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 | $80 | $83,902-99.9% | $167,512-100.0% | $84,808-99.9% |
| Participation rate | 81.8% | 66.5%+15.4pp | 77.1%+4.8pp | 68.3%+13.5pp |
| Annual return | 4.96% | 91.55%-86.6pp | 1615.79%-1610.8pp | 40.90%-35.9pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,882-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $80 | $4,442-98.2% | $6,405-98.8% | $4,212-98.1% |
| Admin fee / account holder | $643 | $7,915-91.9% | $9,769-93.4% | $7,344-91.2% |