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 | $246,285 | $159,602+54.3% | $150,045+64.1% | $142,382+73.0% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.3%-15.7pp | 80.1%-13.5pp |
| Annual return | 17.54% | 70.24%-52.7pp | 62.55%-45.0pp | 217.08%-199.5pp |
| Employer contribution / active EE | $15,169 | $4,961+205.8% | $4,693+223.2% | $4,299+252.8% |
| Participant deferral / active EE | $8,667 | $8,310+4.3% | $7,997+8.4% | $6,507+33.2% |
| Admin fee / account holder | $888 | $14,846-94.0% | $13,435-93.4% | $12,624-93.0% |