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 | $10,859 | $201,272-94.6% | $184,203-94.1% | $145,922-92.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 4.19% | 29.00%-24.8pp | 28.81%-24.6pp | 561.29%-557.1pp |
| Employer contribution / active EE | $2,226 | $7,022-68.3% | $6,427-65.4% | $4,660-52.2% |
| Participant deferral / active EE | $1,599 | $9,806-83.7% | $9,131-82.5% | $6,688-76.1% |
| Admin fee / account holder | $17,989 | $16,364+9.9% | $13,901+29.4% | $13,397+34.3% |