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 | $279,259 | $189,613+47.3% | $167,512+66.7% | $142,382+96.1% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 120.82% | 2024.68%-1903.9pp | 1615.79%-1495.0pp | 217.08%-96.3pp |
| Employer contribution / active EE | $5,148 | $4,349+18.4% | $3,882+32.6% | $4,299+19.7% |
| Participant deferral / active EE | $5,148 | $6,981-26.3% | $6,405-19.6% | $6,507-20.9% |
| Admin fee / account holder | $0 | $10,528-100.0% | $9,769-100.0% | $12,624-100.0% |