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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,113,407 | $179,726+519.5% | $156,263+612.5% | $142,382+682.0% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.9%-28.9pp | 80.1%-30.1pp |
| Annual return | 11.14% | 77.86%-66.7pp | 59.47%-48.3pp | 217.08%-205.9pp |
| Employer contribution / active EE | $12,000 | $5,069+136.7% | $4,333+176.9% | $4,299+179.1% |
| Participant deferral / active EE | $15,000 | $6,956+115.6% | $6,158+143.6% | $6,507+130.5% |
| Admin fee / account holder | $9,199 | $17,272-46.7% | $14,255-35.5% | $12,624-27.1% |