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 | $15,111 | $92,985-83.7% | $153,485-90.2% | $80,856-81.3% |
| Participation rate | 87.1% | 69.0%+18.1pp | 77.1%+10.0pp | 67.6%+19.5pp |
| Annual return | 13.87% | 19.95%-6.1pp | 15.65%-1.8pp | 35.59%-21.7pp |
| Employer contribution / active EE | $5,003 | $3,507+42.6% | $5,039-0.7% | $2,755+81.6% |
| Participant deferral / active EE | $7,550 | $5,178+45.8% | $6,757+11.7% | $4,296+75.7% |
| Admin fee / account holder | $1,851 | $8,880-79.2% | $12,724-85.5% | $6,918-73.2% |