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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $214,247 | $183,519+16.7% | $155,509+37.8% | $145,922+46.8% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 8.56% | 61.17%-52.6pp | 64.67%-56.1pp | 561.29%-552.7pp |
| Employer contribution / active EE | $6,902 | $5,313+29.9% | $4,672+47.7% | $4,660+48.1% |
| Participant deferral / active EE | $20,333 | $6,462+214.6% | $5,626+261.4% | $6,688+204.0% |
| Admin fee / account holder | $647 | $19,313-96.6% | $15,912-95.9% | $13,397-95.2% |