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 | $6,007 | $111,754-94.6% | $103,333-94.2% | $145,922-95.9% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 12.28% | 24.77%-12.5pp | 24.88%-12.6pp | 561.29%-549.0pp |
| Employer contribution / active EE | $967 | $4,212-77.0% | $3,868-75.0% | $4,660-79.2% |
| Participant deferral / active EE | $2,084 | $5,619-62.9% | $5,057-58.8% | $6,688-68.8% |
| Admin fee / account holder | $485 | $9,750-95.0% | $8,355-94.2% | $13,397-96.4% |