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 | $6,147 | $107,452-94.3% | $91,541-93.3% | $142,382-95.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 33.14% | 22.06%+11.1pp | 20.50%+12.6pp | 217.08%-183.9pp |
| Employer contribution / active EE | $1,346 | $2,994-55.1% | $2,505-46.3% | $4,299-68.7% |
| Participant deferral / active EE | $3,472 | $4,754-27.0% | $4,008-13.4% | $6,507-46.6% |
| Admin fee / account holder | $2,089 | $8,834-76.4% | $6,956-70.0% | $12,624-83.5% |