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 | $8,538 | $109,881-92.2% | $150,045-94.3% | $84,808-89.9% |
| Participation rate | 79.2% | 76.1%+3.1pp | 82.3%-3.2pp | 68.3%+10.9pp |
| Annual return | 31.54% | 28.25%+3.3pp | 62.55%-31.0pp | 40.90%-9.4pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,788 | $6,636-42.9% | $7,997-52.6% | $4,212-10.1% |
| Admin fee / account holder | $884 | $8,568-89.7% | $13,435-93.4% | $7,344-88.0% |