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 | $297,832 | $83,902+255.0% | $167,512+77.8% | $84,808+251.2% |
| Participation rate | 59.6% | 66.5%-6.9pp | 77.1%-17.5pp | 68.3%-8.7pp |
| Annual return | 103.08% | 91.55%+11.5pp | 1615.79%-1512.7pp | 40.90%+62.2pp |
| Employer contribution / active EE | $1,714 | $2,264-24.3% | $3,882-55.8% | $2,631-34.9% |
| Participant deferral / active EE | $3,498 | $4,442-21.3% | $6,405-45.4% | $4,212-16.9% |
| Admin fee / account holder | $4,082 | $7,915-48.4% | $9,769-58.2% | $7,344-44.4% |