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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $18,760 | $81,460-77.0% | $103,333-81.8% | $80,856-76.8% |
| Participation rate | 97.1% | 66.8%+30.3pp | 74.5%+22.6pp | 67.6%+29.5pp |
| Annual return | -77.74% | 25.55%-103.3pp | 24.88%-102.6pp | 35.59%-113.3pp |
| Employer contribution / active EE | $16,637 | $3,105+435.8% | $3,868+330.1% | $2,755+503.9% |
| Participant deferral / active EE | $0 | $3,869-100.0% | $5,057-100.0% | $4,296-100.0% |
| Admin fee / account holder | $4,419 | $6,566-32.7% | $8,355-47.1% | $6,918-36.1% |