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.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $302,135 | $189,613+59.3% | $167,512+80.4% | $142,382+112.2% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 19.27% | 2024.68%-2005.4pp | 1615.79%-1596.5pp | 217.08%-197.8pp |
| Employer contribution / active EE | $7,410 | $4,349+70.4% | $3,882+90.9% | $4,299+72.4% |
| Participant deferral / active EE | $9,255 | $6,981+32.6% | $6,405+44.5% | $6,507+42.2% |
| Admin fee / account holder | $51 | $10,528-99.5% | $9,769-99.5% | $12,624-99.6% |