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 | $6,382 | $109,413-94.2% | $156,263-95.9% | $84,808-92.5% |
| Participation rate | 78.9% | 72.7%+6.3pp | 78.9%0pp | 68.3%+10.6pp |
| Annual return | 58.67% | 20.18%+38.5pp | 59.47%-0.8pp | 40.90%+17.8pp |
| Employer contribution / active EE | $0 | $2,907-100.0% | $4,333-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,141 | $4,590-31.6% | $6,158-49.0% | $4,212-25.4% |
| Admin fee / account holder | $508 | $9,357-94.6% | $14,255-96.4% | $7,344-93.1% |