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 | $3,790 | $72,400-94.8% | $67,502-94.4% | $145,922-97.4% |
| Participation rate | 81.3% | 76.9%+4.4pp | 72.9%+8.4pp | 80.3%+1.0pp |
| Annual return | 10.14% | 7182.46%-7172.3pp | 3512.12%-3502.0pp | 561.29%-551.1pp |
| Employer contribution / active EE | $1,145 | $3,069-62.7% | $2,731-58.1% | $4,660-75.4% |
| Participant deferral / active EE | $2,145 | $4,783-55.2% | $4,000-46.4% | $6,688-67.9% |
| Admin fee / account holder | $5,850 | $5,539+5.6% | $3,998+46.3% | $13,397-56.3% |