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 | $2,804 | $49,915-94.4% | $154,803-98.2% | $74,304-96.2% |
| Participation rate | 73.1% | 54.0%+19.1pp | 78.1%-5.0pp | 60.3%+12.7pp |
| Annual return | 38.54% | 34.06%+4.5pp | 58.88%-20.3pp | 29.43%+9.1pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $4,305-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,461 | $2,255-35.2% | $5,540-73.6% | $3,767-61.2% |
| Admin fee / account holder | $301 | $2,189-86.3% | $14,329-97.9% | $2,969-89.9% |