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 | $8,552 | $117,983-92.8% | $101,794-91.6% | $142,382-94.0% |
| Participation rate | 87.5% | 74.2%+13.3pp | 69.2%+18.3pp | 80.1%+7.4pp |
| Annual return | 19.48% | 36.92%-17.4pp | 30.53%-11.0pp | 217.08%-197.6pp |
| Employer contribution / active EE | $1,019 | $2,773-63.3% | $2,289-55.5% | $4,299-76.3% |
| Participant deferral / active EE | $1,601 | $4,714-66.0% | $4,084-60.8% | $6,507-75.4% |
| Admin fee / account holder | $2,524 | $10,433-75.8% | $8,777-71.2% | $12,624-80.0% |