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 | $312,353 | $189,613+64.7% | $167,512+86.5% | $142,382+119.4% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 21.13% | 2024.68%-2003.5pp | 1615.79%-1594.7pp | 217.08%-195.9pp |
| Employer contribution / active EE | $27,834 | $4,349+540.0% | $3,882+617.1% | $4,299+547.4% |
| Participant deferral / active EE | $18,399 | $6,981+163.5% | $6,405+187.3% | $6,507+182.7% |
| Admin fee / account holder | $215 | $10,528-98.0% | $9,769-97.8% | $12,624-98.3% |