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.)
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 | $9,914 | $201,272-95.1% | $184,203-94.6% | $145,922-93.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 8.35% | 29.00%-20.7pp | 28.81%-20.5pp | 561.29%-552.9pp |
| Employer contribution / active EE | $2,232 | $7,022-68.2% | $6,427-65.3% | $4,660-52.1% |
| Participant deferral / active EE | $5,879 | $9,806-40.0% | $9,131-35.6% | $6,688-12.1% |
| Admin fee / account holder | $19,449 | $16,364+18.9% | $13,901+39.9% | $13,397+45.2% |