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 | $21,212 | $102,317-79.3% | $146,958-85.6% | $80,856-73.8% |
| Participation rate | 79.2% | 75.8%+3.4pp | 82.2%-2.9pp | 67.6%+11.6pp |
| Annual return | 0.00% | 134.76%-134.8pp | 418.34%-418.3pp | 35.59%-35.6pp |
| Employer contribution / active EE | $1,415 | $3,713-61.9% | $4,933-71.3% | $2,755-48.6% |
| Participant deferral / active EE | $3,417 | $6,644-48.6% | $8,070-57.7% | $4,296-20.5% |
| Admin fee / account holder | $1,690 | $7,941-78.7% | $12,998-87.0% | $6,918-75.6% |