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 | $641,593 | $189,613+238.4% | $167,512+283.0% | $142,382+350.6% |
| Participation rate | 83.3% | 80.1%+3.2pp | 77.1%+6.3pp | 80.1%+3.2pp |
| Annual return | 12.50% | 2024.68%-2012.2pp | 1615.79%-1603.3pp | 217.08%-204.6pp |
| Employer contribution / active EE | $2,705 | $4,349-37.8% | $3,882-30.3% | $4,299-37.1% |
| Participant deferral / active EE | $7,394 | $6,981+5.9% | $6,405+15.5% | $6,507+13.6% |
| Admin fee / account holder | $195 | $10,528-98.1% | $9,769-98.0% | $12,624-98.5% |