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 | $14,862 | $109,881-86.5% | $150,045-90.1% | $84,808-82.5% |
| Participation rate | 82.1% | 76.1%+6.0pp | 82.3%-0.3pp | 68.3%+13.7pp |
| Annual return | 165.73% | 28.25%+137.5pp | 62.55%+103.2pp | 40.90%+124.8pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $6,717 | $6,636+1.2% | $7,997-16.0% | $4,212+59.5% |
| Admin fee / account holder | $524 | $8,568-93.9% | $13,435-96.1% | $7,344-92.9% |