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 | $22,680 | $101,724-77.7% | $164,813-86.2% | $80,856-71.9% |
| Participation rate | 85.9% | 71.8%+14.1pp | 78.6%+7.3pp | 67.6%+18.3pp |
| Annual return | 13.82% | 16.72%-2.9pp | 69.93%-56.1pp | 35.59%-21.8pp |
| Employer contribution / active EE | $1,637 | $2,953-44.6% | $4,341-62.3% | $2,755-40.6% |
| Participant deferral / active EE | $1,921 | $4,477-57.1% | $6,031-68.1% | $4,296-55.3% |
| Admin fee / account holder | $2,617 | $8,227-68.2% | $12,690-79.4% | $6,918-62.2% |