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 | $1,058,122 | $189,613+458.0% | $167,512+531.7% | $142,382+643.2% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 20.94% | 2024.68%-2003.7pp | 1615.79%-1594.9pp | 217.08%-196.1pp |
| Employer contribution / active EE | $3,850 | $4,349-11.5% | $3,882-0.8% | $4,299-10.5% |
| Participant deferral / active EE | $11,283 | $6,981+61.6% | $6,405+76.2% | $6,507+73.4% |
| Admin fee / account holder | $10 | $10,528-99.9% | $9,769-99.9% | $12,624-99.9% |