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 | $14,760 | $102,317-85.6% | $146,958-90.0% | $80,856-81.7% |
| Participation rate | 84.0% | 75.8%+8.2pp | 82.2%+1.8pp | 67.6%+16.4pp |
| Annual return | 0.00% | 134.76%-134.8pp | 418.34%-418.3pp | 35.59%-35.6pp |
| Employer contribution / active EE | $4,586 | $3,713+23.5% | $4,933-7.0% | $2,755+66.5% |
| Participant deferral / active EE | $8,740 | $6,644+31.6% | $8,070+8.3% | $4,296+103.5% |
| Admin fee / account holder | $1,951 | $7,941-75.4% | $12,998-85.0% | $6,918-71.8% |