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 | $5,171 | $107,452-95.2% | $91,541-94.4% | $142,382-96.4% |
| Participation rate | 70.0% | 75.1%-5.1pp | 69.8%+0.2pp | 80.1%-10.1pp |
| Annual return | 49.10% | 22.06%+27.0pp | 20.50%+28.6pp | 217.08%-168.0pp |
| Employer contribution / active EE | $0 | $2,994-100.0% | $2,505-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $3,145 | $4,754-33.9% | $4,008-21.5% | $6,507-51.7% |
| Admin fee / account holder | $390 | $8,834-95.6% | $6,956-94.4% | $12,624-96.9% |