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 | $219,997 | $159,901+37.6% | $146,958+49.7% | $145,922+50.8% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.2%-19.7pp | 80.3%-17.8pp |
| Annual return | 16659.86% | 98.13%+16561.7pp | 418.34%+16241.5pp | 561.29%+16098.6pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $4,927 | $8,428-41.5% | $8,070-39.0% | $6,688-26.3% |
| Admin fee / account holder | $57,129 | $15,044+279.8% | $12,998+339.5% | $13,397+326.4% |