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.
Employer 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.)
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 | $16,182 | $183,519-91.2% | $155,509-89.6% | $145,922-88.9% |
| Participation rate | 95.2% | 82.7%+12.6pp | 78.2%+17.1pp | 80.3%+15.0pp |
| Annual return | 0.00% | 61.17%-61.2pp | 64.67%-64.7pp | 561.29%-561.3pp |
| Employer contribution / active EE | $108 | $5,313-98.0% | $4,672-97.7% | $4,660-97.7% |
| Participant deferral / active EE | $1,825 | $6,462-71.8% | $5,626-67.6% | $6,688-72.7% |
| Admin fee / account holder | $2,589 | $19,313-86.6% | $15,912-83.7% | $13,397-80.7% |