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 | $676 | $58,208-98.8% | $81,812-99.2% | $80,856-99.2% |
| Participation rate | 87.8% | 63.4%+24.4pp | 72.3%+15.5pp | 67.6%+20.2pp |
| Annual return | -166.08% | 41.66%-207.7pp | 773.79%-939.9pp | 35.59%-201.7pp |
| Employer contribution / active EE | $3,028 | $2,340+29.4% | $2,912+4.0% | $2,755+9.9% |
| Participant deferral / active EE | $0 | $3,281-100.0% | $4,319-100.0% | $4,296-100.0% |
| Admin fee / account holder | $1,750 | $4,981-64.9% | $7,386-76.3% | $6,918-74.7% |