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 | $13,933 | $80,673-82.7% | $101,326-86.2% | $84,808-83.6% |
| Participation rate | 83.9% | 77.8%+6.1pp | 81.5%+2.4pp | 68.3%+15.6pp |
| Annual return | 25.50% | 38.95%-13.5pp | 36.82%-11.3pp | 40.90%-15.4pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $7,449 | $6,840+8.9% | $7,994-6.8% | $4,212+76.9% |
| Admin fee / account holder | $429 | $12,784-96.6% | $11,185-96.2% | $7,344-94.2% |