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 | $20,364 | $89,753-77.3% | $107,525-81.1% | $84,808-76.0% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 14.04% | 29.48%-15.4pp | 181.32%-167.3pp | 40.90%-26.9pp |
| Employer contribution / active EE | $0 | $3,113-100.0% | $3,754-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $5,001 | $4,056+23.3% | $5,116-2.2% | $4,212+18.7% |
| Admin fee / account holder | $1,091 | $7,222-84.9% | $8,919-87.8% | $7,344-85.1% |