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 | $13,407 | $183,519-92.7% | $155,509-91.4% | $145,922-90.8% |
| Participation rate | 81.8% | 82.7%-0.9pp | 78.2%+3.6pp | 80.3%+1.5pp |
| Annual return | 11.05% | 61.17%-50.1pp | 64.67%-53.6pp | 561.29%-550.2pp |
| Employer contribution / active EE | $1,580 | $5,313-70.3% | $4,672-66.2% | $4,660-66.1% |
| Participant deferral / active EE | $3,446 | $6,462-46.7% | $5,626-38.7% | $6,688-48.5% |
| Admin fee / account holder | $565 | $19,313-97.1% | $15,912-96.4% | $13,397-95.8% |