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 | $8,932 | $111,754-92.0% | $103,333-91.4% | $145,922-93.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 47.14% | 24.77%+22.4pp | 24.88%+22.3pp | 561.29%-514.2pp |
| Employer contribution / active EE | $3,454 | $4,212-18.0% | $3,868-10.7% | $4,660-25.9% |
| Participant deferral / active EE | $0 | $5,619-100.0% | $5,057-100.0% | $6,688-100.0% |
| Admin fee / account holder | $1,913 | $9,750-80.4% | $8,355-77.1% | $13,397-85.7% |