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 6-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 | $336,110 | $189,613+77.3% | $167,512+100.6% | $142,382+136.1% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 19.67% | 2024.68%-2005.0pp | 1615.79%-1596.1pp | 217.08%-197.4pp |
| Employer contribution / active EE | $33,668 | $4,349+674.2% | $3,882+767.4% | $4,299+683.1% |
| Participant deferral / active EE | $17,569 | $6,981+151.7% | $6,405+174.3% | $6,507+170.0% |
| Admin fee / account holder | $0 | $10,528-100.0% | $9,769-100.0% | $12,624-100.0% |