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 4-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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,840 | $79,013-62.2% | $100,391-70.3% | $74,495-59.9% |
| Participation rate | 96.6% | 79.5%+17.1pp | 81.5%+15.1pp | 67.2%+29.4pp |
| Annual return | 18.85% | 20.41%-1.6pp | 49.20%-30.4pp | 1364.94%-1346.1pp |
| Employer contribution / active EE | $3,874 | $3,021+28.2% | $3,942-1.7% | $2,623+47.7% |
| Participant deferral / active EE | $8,241 | $7,760+6.2% | $8,082+2.0% | $4,346+89.6% |
| Admin fee / account holder | $23 | $1,320-98.3% | $7,899-99.7% | $1,942-98.8% |