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 | $16,153 | $133,922-87.9% | $116,228-86.1% | $142,382-88.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 0.00% | 147.76%-147.8pp | 90.06%-90.1pp | 217.08%-217.1pp |
| Employer contribution / active EE | $2,249 | $3,446-34.7% | $2,994-24.9% | $4,299-47.7% |
| Participant deferral / active EE | $4,456 | $5,672-21.4% | $4,953-10.0% | $6,507-31.5% |
| Admin fee / account holder | $518 | $14,945-96.5% | $11,989-95.7% | $12,624-95.9% |