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 | $1,178,671 | $189,613+521.6% | $167,512+603.6% | $142,382+727.8% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 22.88% | 2024.68%-2001.8pp | 1615.79%-1592.9pp | 217.08%-194.2pp |
| Employer contribution / active EE | $1,293 | $4,349-70.3% | $3,882-66.7% | $4,299-69.9% |
| Participant deferral / active EE | $16,150 | $6,981+131.3% | $6,405+152.2% | $6,507+148.2% |
| Admin fee / account holder | $25 | $10,528-99.8% | $9,769-99.7% | $12,624-99.8% |