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 | $421,122 | $159,901+163.4% | $146,958+186.6% | $145,922+188.6% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 16.99% | 98.13%-81.1pp | 418.34%-401.3pp | 561.29%-544.3pp |
| Employer contribution / active EE | $6,380 | $5,286+20.7% | $4,933+29.3% | $4,660+36.9% |
| Participant deferral / active EE | $10,000 | $8,428+18.6% | $8,070+23.9% | $6,688+49.5% |
| Admin fee / account holder | $11,628 | $15,044-22.7% | $12,998-10.5% | $13,397-13.2% |