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 | $317,618 | $189,613+67.5% | $167,512+89.6% | $142,382+123.1% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 30.53% | 2024.68%-1994.2pp | 1615.79%-1585.3pp | 217.08%-186.5pp |
| Employer contribution / active EE | $16,174 | $4,349+271.9% | $3,882+316.7% | $4,299+276.2% |
| Participant deferral / active EE | $10,829 | $6,981+55.1% | $6,405+69.1% | $6,507+66.4% |
| Admin fee / account holder | $0 | $10,528-100.0% | $9,769-100.0% | $12,624-100.0% |