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 | $3,113 | $133,922-97.7% | $116,228-97.3% | $142,382-97.8% |
| Participation rate | 91.3% | 77.9%+13.4pp | 74.6%+16.8pp | 80.1%+11.2pp |
| Annual return | 41.49% | 147.76%-106.3pp | 90.06%-48.6pp | 217.08%-175.6pp |
| Employer contribution / active EE | $0 | $3,446-100.0% | $2,994-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,434 | $5,672-57.1% | $4,953-50.9% | $6,507-62.6% |
| Admin fee / account holder | $577 | $14,945-96.1% | $11,989-95.2% | $12,624-95.4% |