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 | $281,039 | $189,613+48.2% | $167,512+67.8% | $142,382+97.4% |
| Participation rate | 90.9% | 80.1%+10.8pp | 77.1%+13.9pp | 80.1%+10.8pp |
| Annual return | 18.18% | 2024.68%-2006.5pp | 1615.79%-1597.6pp | 217.08%-198.9pp |
| Employer contribution / active EE | $682 | $4,349-84.3% | $3,882-82.4% | $4,299-84.1% |
| Participant deferral / active EE | $4,584 | $6,981-34.3% | $6,405-28.4% | $6,507-29.6% |
| Admin fee / account holder | $160 | $10,528-98.5% | $9,769-98.4% | $12,624-98.7% |