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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,649 | $65,435+128.7% | $86,677+72.7% | $66,914+123.6% |
| Participation rate | 92.5% | 75.5%+17.1pp | 76.6%+15.9pp | 69.8%+22.7pp |
| Annual return | -20.74% | -10.89%-9.9pp | 35.91%-56.7pp | 1.58%-22.3pp |
| Employer contribution / active EE | $0 | $2,153-100.0% | $2,836-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $7,901 | $4,100+92.7% | $4,656+69.7% | $4,237+86.5% |
| Admin fee / account holder | $30 | $642-95.3% | $7,493-99.6% | $593-94.9% |