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 | $13,750 | $183,519-92.5% | $155,509-91.2% | $145,922-90.6% |
| Participation rate | 81.3% | 82.7%-1.4pp | 78.2%+3.1pp | 80.3%+1.0pp |
| Annual return | 6.13% | 61.17%-55.0pp | 64.67%-58.5pp | 561.29%-555.2pp |
| Employer contribution / active EE | $2,385 | $5,313-55.1% | $4,672-49.0% | $4,660-48.8% |
| Participant deferral / active EE | $3,326 | $6,462-48.5% | $5,626-40.9% | $6,688-50.3% |
| Admin fee / account holder | $319 | $19,313-98.3% | $15,912-98.0% | $13,397-97.6% |