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.)
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 | $24,585 | $109,881-77.6% | $150,045-83.6% | $84,808-71.0% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 48.54% | 28.25%+20.3pp | 62.55%-14.0pp | 40.90%+7.6pp |
| Employer contribution / active EE | $4,268 | $3,561+19.9% | $4,693-9.1% | $2,631+62.2% |
| Participant deferral / active EE | $0 | $6,636-100.0% | $7,997-100.0% | $4,212-100.0% |
| Admin fee / account holder | $2,930 | $8,568-65.8% | $13,435-78.2% | $7,344-60.1% |