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 | $470,421 | $189,613+148.1% | $167,512+180.8% | $142,382+230.4% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 14.48% | 2024.68%-2010.2pp | 1615.79%-1601.3pp | 217.08%-202.6pp |
| Employer contribution / active EE | $2,762 | $4,349-36.5% | $3,882-28.9% | $4,299-35.8% |
| Participant deferral / active EE | $14,698 | $6,981+110.5% | $6,405+129.5% | $6,507+125.9% |
| Admin fee / account holder | $0 | $10,528-100.0% | $9,769-100.0% | $12,624-100.0% |