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 | $261,358 | $189,613+37.8% | $167,512+56.0% | $142,382+83.6% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 14.75% | 2024.68%-2009.9pp | 1615.79%-1601.0pp | 217.08%-202.3pp |
| Employer contribution / active EE | $9,314 | $4,349+114.2% | $3,882+140.0% | $4,299+116.6% |
| Participant deferral / active EE | $12,895 | $6,981+84.7% | $6,405+101.3% | $6,507+98.2% |
| Admin fee / account holder | $278 | $10,528-97.4% | $9,769-97.2% | $12,624-97.8% |