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 | $267,866 | $189,613+41.3% | $167,512+59.9% | $142,382+88.1% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 52.59% | 2024.68%-1972.1pp | 1615.79%-1563.2pp | 217.08%-164.5pp |
| Employer contribution / active EE | $15,606 | $4,349+258.8% | $3,882+302.0% | $4,299+263.0% |
| Participant deferral / active EE | $0 | $6,981-100.0% | $6,405-100.0% | $6,507-100.0% |
| Admin fee / account holder | $118 | $10,528-98.9% | $9,769-98.8% | $12,624-99.1% |