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 | $616,057 | $100,852+510.9% | $90,404+581.5% | $158,922+287.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 25.56% | 1724.20%-1698.6pp | 1293.02%-1267.5pp | 302.83%-277.3pp |
| Employer contribution / active EE | $25,000 | $3,689+577.8% | $3,262+666.4% | $4,761+425.1% |
| Participant deferral / active EE | $19,500 | $4,348+348.5% | $3,963+392.0% | $5,982+226.0% |
| Admin fee / account holder | $20 | $6,501-99.7% | $5,611-99.6% | $11,246-99.8% |