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 | $6,509 | $80,717-91.9% | $154,803-95.8% | $84,808-92.3% |
| Participation rate | 96.3% | 66.8%+29.5pp | 78.1%+18.2pp | 68.3%+28.0pp |
| Annual return | 181.87% | 37.96%+143.9pp | 58.88%+123.0pp | 40.90%+141.0pp |
| Employer contribution / active EE | $1,764 | $2,761-36.1% | $4,305-59.0% | $2,631-32.9% |
| Participant deferral / active EE | $3,358 | $3,303+1.7% | $5,540-39.4% | $4,212-20.3% |
| Admin fee / account holder | $307 | $6,746-95.4% | $14,329-97.9% | $7,344-95.8% |