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 | $27,775 | $148,978-81.4% | $200,582-86.2% | $84,808-67.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 0.00% | 28.16%-28.2pp | 42.33%-42.3pp | 40.90%-40.9pp |
| Employer contribution / active EE | $3,199 | $4,815-33.6% | $6,419-50.2% | $2,631+21.6% |
| Participant deferral / active EE | $5,737 | $7,142-19.7% | $9,331-38.5% | $4,212+36.2% |
| Admin fee / account holder | $902 | $13,977-93.5% | $16,305-94.5% | $7,344-87.7% |