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 | $298,560 | $54,517+447.6% | $75,972+293.0% | $74,495+300.8% |
| Participation rate | 40.1% | 60.3%-20.2pp | 69.1%-28.9pp | 67.2%-27.1pp |
| Annual return | 12.27% | 31.82%-19.6pp | 359.55%-347.3pp | 1364.94%-1352.7pp |
| Employer contribution / active EE | $2,190 | $1,777+23.2% | $2,685-18.4% | $2,623-16.5% |
| Participant deferral / active EE | $4,771 | $3,066+55.6% | $4,255+12.1% | $4,346+9.8% |
| Admin fee / account holder | $38,147 | $2,229+1611.7% | $6,467+489.9% | $1,942+1864.6% |