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 | $9,864 | $159,901-93.8% | $146,958-93.3% | $145,922-93.2% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 3.94% | 98.13%-94.2pp | 418.34%-414.4pp | 561.29%-557.3pp |
| Employer contribution / active EE | $1,159 | $5,286-78.1% | $4,933-76.5% | $4,660-75.1% |
| Participant deferral / active EE | $2,444 | $8,428-71.0% | $8,070-69.7% | $6,688-63.5% |
| Admin fee / account holder | $1,924 | $15,044-87.2% | $12,998-85.2% | $13,397-85.6% |