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 | $1,150 | $99,918-98.8% | $81,382-98.6% | $145,922-99.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 0.00% | 34.32%-34.3pp | 24.73%-24.7pp | 561.29%-561.3pp |
| Employer contribution / active EE | $1,723 | $2,978-42.1% | $2,463-30.0% | $4,660-63.0% |
| Participant deferral / active EE | $0 | $4,605-100.0% | $3,883-100.0% | $6,688-100.0% |
| Admin fee / account holder | $571 | $8,212-93.0% | $5,768-90.1% | $13,397-95.7% |