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 6-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 are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,271 | $58,879-96.1% | $178,490-98.7% | $73,488-96.9% |
| Participation rate | 77.1% | 66.2%+10.9pp | 81.9%-4.8pp | 70.7%+6.4pp |
| Annual return | 156.35% | 24.86%+131.5pp | 151.07%+5.3pp | 28.51%+127.8pp |
| Employer contribution / active EE | $462 | $2,236-79.3% | $5,011-90.8% | $2,270-79.6% |
| Participant deferral / active EE | $1,053 | $2,567-59.0% | $5,202-79.8% | $3,740-71.8% |
| Admin fee / account holder | $8 | $400-98.1% | $13,984-99.9% | $513-98.5% |