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 | $16,350 | $109,881-85.1% | $150,045-89.1% | $84,808-80.7% |
| Participation rate | 88.7% | 76.1%+12.6pp | 82.3%+6.4pp | 68.3%+20.4pp |
| Annual return | 231.32% | 28.25%+203.1pp | 62.55%+168.8pp | 40.90%+190.4pp |
| Employer contribution / active EE | $4,579 | $3,561+28.6% | $4,693-2.4% | $2,631+74.0% |
| Participant deferral / active EE | $2,656 | $6,636-60.0% | $7,997-66.8% | $4,212-36.9% |
| Admin fee / account holder | $1,156 | $8,568-86.5% | $13,435-91.4% | $7,344-84.3% |