Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,639 | $154,228-32.2% | $145,433-28.1% | $137,256-23.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.05% | 74.59%-57.5pp | 66.58%-49.5pp | 220.34%-203.3pp |
| Employer contribution / active EE | $15,206 | $4,804+216.5% | $4,554+233.9% | $4,156+265.9% |
| Participant deferral / active EE | $13,272 | $8,216+61.5% | $7,897+68.1% | $6,407+107.1% |
| Admin fee / account holder | $55 | $14,344-99.6% | $13,129-99.6% | $12,270-99.6% |