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 | $9,312 | $94,625-90.2% | $116,228-92.0% | $84,808-89.0% |
| Participation rate | 93.5% | 70.4%+23.0pp | 74.6%+18.9pp | 68.3%+25.2pp |
| Annual return | -157.97% | 20.40%-178.4pp | 90.06%-248.0pp | 40.90%-198.9pp |
| Employer contribution / active EE | $15,235 | $2,347+549.2% | $2,994+408.8% | $2,631+479.0% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $4,953-100.0% | $4,212-100.0% |
| Admin fee / account holder | $23,709 | $10,091+134.9% | $11,989+97.8% | $7,344+222.8% |