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 | $10,608 | $80,724-86.9% | $103,333-89.7% | $74,495-85.8% |
| Participation rate | 93.1% | 65.7%+27.5pp | 74.5%+18.6pp | 67.2%+25.9pp |
| Annual return | 18.54% | 27.56%-9.0pp | 24.88%-6.3pp | 1364.94%-1346.4pp |
| Employer contribution / active EE | $3,030 | $3,157-4.0% | $3,868-21.7% | $2,623+15.5% |
| Participant deferral / active EE | $4,799 | $3,860+24.3% | $5,057-5.1% | $4,346+10.4% |
| Admin fee / account holder | $974 | $2,368-58.9% | $8,355-88.3% | $1,942-49.8% |