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 8-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 | $255,229 | $189,613+34.6% | $167,512+52.4% | $142,382+79.3% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 20.96% | 2024.68%-2003.7pp | 1615.79%-1594.8pp | 217.08%-196.1pp |
| Employer contribution / active EE | $1,419 | $4,349-67.4% | $3,882-63.4% | $4,299-67.0% |
| Participant deferral / active EE | $18,500 | $6,981+165.0% | $6,405+188.9% | $6,507+184.3% |
| Admin fee / account holder | $106 | $10,528-99.0% | $9,769-98.9% | $12,624-99.2% |