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 | $1,314,949 | $210,648+524.2% | $177,989+638.8% | $145,922+801.1% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 15.17% | 385.86%-370.7pp | 294.48%-279.3pp | 561.29%-546.1pp |
| Employer contribution / active EE | $8,100 | $4,565+77.5% | $3,949+105.1% | $4,660+73.8% |
| Participant deferral / active EE | $11,500 | $6,958+65.3% | $6,276+83.2% | $6,688+72.0% |
| Admin fee / account holder | $10,128 | $12,013-15.7% | $10,363-2.3% | $13,397-24.4% |