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 | $392,980 | $70,606+456.6% | $53,898+629.1% | $142,382+176.0% |
| Participation rate | 66.7% | 63.7%+3.0pp | 55.0%+11.7pp | 80.1%-13.5pp |
| Annual return | 25.27% | 619.81%-594.5pp | 528.60%-503.3pp | 217.08%-191.8pp |
| Employer contribution / active EE | $2,955 | $1,202+145.8% | $932+217.1% | $4,299-31.3% |
| Participant deferral / active EE | $15,323 | $2,364+548.2% | $1,826+739.0% | $6,507+135.5% |
| Admin fee / account holder | $450 | $2,852-84.2% | $2,491-81.9% | $12,624-96.4% |