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.
Employer 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 | $13,111 | $80,673-83.7% | $101,326-87.1% | $84,808-84.5% |
| Participation rate | 92.5% | 77.8%+14.7pp | 81.5%+11.0pp | 68.3%+24.1pp |
| Annual return | 139.78% | 38.95%+100.8pp | 36.82%+103.0pp | 40.90%+98.9pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $8,626 | $6,840+26.1% | $7,994+7.9% | $4,212+104.8% |
| Admin fee / account holder | $555 | $12,784-95.7% | $11,185-95.0% | $7,344-92.4% |