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.)
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 | $4,899 | $114,381-95.7% | $107,525-95.4% | $142,382-96.6% |
| Participation rate | 88.9% | 78.1%+10.8pp | 75.1%+13.8pp | 80.1%+8.8pp |
| Annual return | 16.82% | 242.71%-225.9pp | 181.32%-164.5pp | 217.08%-200.3pp |
| Employer contribution / active EE | $1,377 | $4,015-65.7% | $3,754-63.3% | $4,299-68.0% |
| Participant deferral / active EE | $1,301 | $5,564-76.6% | $5,116-74.6% | $6,507-80.0% |
| Admin fee / account holder | $1,427 | $9,860-85.5% | $8,919-84.0% | $12,624-88.7% |