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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $289,869 | $89,753+223.0% | $107,525+169.6% | $84,808+241.8% |
| Participation rate | 62.3% | 68.1%-5.7pp | 75.1%-12.8pp | 68.3%-6.0pp |
| Annual return | 12.12% | 29.48%-17.4pp | 181.32%-169.2pp | 40.90%-28.8pp |
| Employer contribution / active EE | $5,737 | $3,113+84.3% | $3,754+52.8% | $2,631+118.1% |
| Participant deferral / active EE | $4,451 | $4,056+9.7% | $5,116-13.0% | $4,212+5.7% |
| Admin fee / account holder | $8,673 | $7,222+20.1% | $8,919-2.8% | $7,344+18.1% |