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.
Participant contribution per participant 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 | $87,440 | $59,263+47.5% | $96,562-9.4% | $79,386+10.1% |
| Participation rate | 72.5% | 61.9%+10.6pp | 69.8%+2.7pp | 70.7%+1.8pp |
| Annual return | 11.98% | 27.07%-15.1pp | 37.78%-25.8pp | 116.85%-104.9pp |
| Employer contribution / active EE | $4,114 | $1,216+238.4% | $2,356+74.6% | $2,427+69.5% |
| Participant deferral / active EE | $801 | $2,948-72.8% | $3,849-79.2% | $4,046-80.2% |
| Admin fee / account holder | $65 | $658-90.1% | $6,181-98.9% | $626-89.6% |