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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,581 | $72,607-74.4% | $90,749-79.5% | $66,914-72.2% |
| Participation rate | 87.9% | 73.7%+14.2pp | 75.7%+12.2pp | 69.8%+18.1pp |
| Annual return | -16.46% | -12.28%-4.2pp | -12.16%-4.3pp | 1.58%-18.0pp |
| Employer contribution / active EE | $465 | $2,369-80.4% | $2,921-84.1% | $2,544-81.7% |
| Participant deferral / active EE | $3,192 | $3,977-19.7% | $4,564-30.1% | $4,237-24.7% |
| Admin fee / account holder | $83 | $707-88.2% | $8,445-99.0% | $593-86.0% |