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 | $427,027 | $189,613+125.2% | $167,512+154.9% | $142,382+199.9% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 20.19% | 2024.68%-2004.5pp | 1615.79%-1595.6pp | 217.08%-196.9pp |
| Employer contribution / active EE | $0 | $4,349-100.0% | $3,882-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $26,042 | $6,981+273.0% | $6,405+306.6% | $6,507+300.2% |
| Admin fee / account holder | $70 | $10,528-99.3% | $9,769-99.3% | $12,624-99.4% |