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 | $27,204 | $159,934-83.0% | $147,005-81.5% | $145,959-81.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.15% | 98.24%-85.1pp | 418.76%-405.6pp | 561.95%-548.8pp |
| Employer contribution / active EE | $1,599 | $5,287-69.8% | $4,934-67.6% | $4,661-65.7% |
| Participant deferral / active EE | $10,237 | $8,427+21.5% | $8,070+26.9% | $6,689+53.0% |
| Admin fee / account holder | $134 | $15,053-99.1% | $13,006-99.0% | $13,398-99.0% |