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 | $1,383 | $48,795-97.2% | $65,493-97.9% | $84,808-98.4% |
| Participation rate | 70.6% | 67.0%+3.6pp | 73.1%-2.5pp | 68.3%+2.3pp |
| Annual return | 105.97% | 20.20%+85.8pp | 982.45%-876.5pp | 40.90%+65.1pp |
| Employer contribution / active EE | $150 | $1,930-92.2% | $2,574-94.2% | $2,631-94.3% |
| Participant deferral / active EE | $923 | $2,928-68.5% | $3,961-76.7% | $4,212-78.1% |
| Admin fee / account holder | $339 | $3,877-91.2% | $5,028-93.2% | $7,344-95.4% |