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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $11,049 | $183,519-94.0% | $155,509-92.9% | $145,922-92.4% |
| Participation rate | 71.4% | 82.7%-11.2pp | 78.2%-6.8pp | 80.3%-8.8pp |
| Annual return | 30.04% | 61.17%-31.1pp | 64.67%-34.6pp | 561.29%-531.2pp |
| Employer contribution / active EE | $815 | $5,313-84.7% | $4,672-82.6% | $4,660-82.5% |
| Participant deferral / active EE | $1,950 | $6,462-69.8% | $5,626-65.3% | $6,688-70.8% |
| Admin fee / account holder | $370 | $19,313-98.1% | $15,912-97.7% | $13,397-97.2% |