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 | $729,806 | $114,381+538.0% | $107,525+578.7% | $142,382+412.6% |
| Participation rate | 66.7% | 78.1%-11.5pp | 75.1%-8.4pp | 80.1%-13.5pp |
| Annual return | 4822.45% | 242.71%+4579.7pp | 181.32%+4641.1pp | 217.08%+4605.4pp |
| Employer contribution / active EE | $2,688 | $4,015-33.0% | $3,754-28.4% | $4,299-37.5% |
| Participant deferral / active EE | $13,399 | $5,564+140.8% | $5,116+161.9% | $6,507+105.9% |
| Admin fee / account holder | $8,549 | $9,860-13.3% | $8,919-4.2% | $12,624-32.3% |