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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $10,998 | $214,378-94.9% | $200,582-94.5% | $142,382-92.3% |
| Participation rate | 80.0% | 87.4%-7.4pp | 86.9%-6.9pp | 80.1%-0.1pp |
| Annual return | 9.36% | 46.41%-37.1pp | 42.33%-33.0pp | 217.08%-207.7pp |
| Employer contribution / active EE | $2,230 | $6,841-67.4% | $6,419-65.3% | $4,299-48.1% |
| Participant deferral / active EE | $7,319 | $9,865-25.8% | $9,331-21.6% | $6,507+12.5% |
| Admin fee / account holder | $4,282 | $17,692-75.8% | $16,305-73.7% | $12,624-66.1% |