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 | $550,810 | $177,572+210.2% | $154,803+255.8% | $142,382+286.9% |
| Participation rate | 33.3% | 82.1%-48.7pp | 78.1%-44.7pp | 80.1%-46.8pp |
| Annual return | 15.95% | 65.07%-49.1pp | 58.88%-42.9pp | 217.08%-201.1pp |
| Employer contribution / active EE | $14,582 | $4,810+203.1% | $4,305+238.7% | $4,299+239.2% |
| Participant deferral / active EE | $10,761 | $6,272+71.6% | $5,540+94.2% | $6,507+65.4% |
| Admin fee / account holder | $2,106 | $16,786-87.5% | $14,329-85.3% | $12,624-83.3% |