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 | $169,119 | $210,648-19.7% | $177,989-5.0% | $145,922+15.9% |
| Participation rate | 66.7% | 80.8%-14.1pp | 77.1%-10.4pp | 80.3%-13.6pp |
| Annual return | 0.00% | 385.86%-385.9pp | 294.48%-294.5pp | 561.29%-561.3pp |
| Employer contribution / active EE | $10,106 | $4,565+121.4% | $3,949+155.9% | $4,660+116.9% |
| Participant deferral / active EE | $29,126 | $6,958+318.6% | $6,276+364.1% | $6,688+335.5% |
| Admin fee / account holder | $19,158 | $12,013+59.5% | $10,363+84.9% | $13,397+43.0% |