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 | $8,487 | $117,983-92.8% | $101,794-91.7% | $142,382-94.0% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.2%+10.8pp | 80.1%-0.1pp |
| Annual return | 23.82% | 36.92%-13.1pp | 30.53%-6.7pp | 217.08%-193.3pp |
| Employer contribution / active EE | $1,635 | $2,773-41.0% | $2,289-28.6% | $4,299-62.0% |
| Participant deferral / active EE | $5,969 | $4,714+26.6% | $4,084+46.1% | $6,507-8.3% |
| Admin fee / account holder | $1,481 | $10,433-85.8% | $8,777-83.1% | $12,624-88.3% |