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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,920 | $179,726-58.9% | $156,263-52.7% | $142,382-48.1% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.9%-12.2pp | 80.1%-13.5pp |
| Annual return | 15.02% | 77.86%-62.8pp | 59.47%-44.5pp | 217.08%-202.1pp |
| Employer contribution / active EE | $4,438 | $5,069-12.5% | $4,333+2.4% | $4,299+3.2% |
| Participant deferral / active EE | $14,508 | $6,956+108.6% | $6,158+135.6% | $6,507+122.9% |
| Admin fee / account holder | $11,809 | $17,272-31.6% | $14,255-17.2% | $12,624-6.5% |