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 | $833 | $95,803-99.1% | $113,168-99.3% | $84,808-99.0% |
| Participation rate | 97.8% | 72.9%+25.0pp | 76.6%+21.3pp | 68.3%+29.5pp |
| Annual return | -143.53% | 25.00%-168.5pp | 24.27%-167.8pp | 40.90%-184.4pp |
| Employer contribution / active EE | $11,298 | $2,360+378.7% | $2,975+279.7% | $2,631+329.4% |
| Participant deferral / active EE | $0 | $4,242-100.0% | $5,107-100.0% | $4,212-100.0% |
| Admin fee / account holder | $2,212 | $8,989-75.4% | $12,068-81.7% | $7,344-69.9% |