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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $1,778 | $54,705-96.8% | $71,209-97.5% | $84,808-97.9% |
| Participation rate | 73.1% | 64.1%+9.0pp | 73.8%-0.7pp | 68.3%+4.8pp |
| Annual return | 15.42% | 35.90%-20.5pp | 282.51%-267.1pp | 40.90%-25.5pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $762 | $3,030-74.9% | $4,175-81.7% | $4,212-81.9% |
| Admin fee / account holder | $380 | $4,863-92.2% | $5,349-92.9% | $7,344-94.8% |