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 | $11,964 | $109,881-89.1% | $150,045-92.0% | $84,808-85.9% |
| Participation rate | 93.2% | 76.1%+17.1pp | 82.3%+10.9pp | 68.3%+24.9pp |
| Annual return | 0.00% | 28.25%-28.2pp | 62.55%-62.5pp | 40.90%-40.9pp |
| Employer contribution / active EE | $3,017 | $3,561-15.3% | $4,693-35.7% | $2,631+14.7% |
| Participant deferral / active EE | $2,659 | $6,636-59.9% | $7,997-66.7% | $4,212-36.9% |
| Admin fee / account holder | $843 | $8,568-90.2% | $13,435-93.7% | $7,344-88.5% |