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.
Participant 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $1,410 | $95,266-98.5% | $82,389-98.3% | $142,382-99.0% |
| Participation rate | 80.0% | 74.5%+5.5pp | 69.5%+10.5pp | 80.1%-0.1pp |
| Annual return | -14.88% | 25.74%-40.6pp | 28.67%-43.5pp | 217.08%-232.0pp |
| Employer contribution / active EE | $882 | $2,991-70.5% | $2,517-65.0% | $4,299-79.5% |
| Participant deferral / active EE | $1,004 | $4,809-79.1% | $4,155-75.8% | $6,507-84.6% |
| Admin fee / account holder | $1,656 | $8,563-80.7% | $7,231-77.1% | $12,624-86.9% |