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 8-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.
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 | $29,461 | $99,957-70.5% | $149,696-80.3% | $73,488-59.9% |
| Participation rate | 87.3% | 75.7%+11.6pp | 82.5%+4.9pp | 70.7%+16.7pp |
| Annual return | 60.87% | 53.87%+7.0pp | 276.60%-215.7pp | 28.51%+32.4pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,644-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $7,181 | $6,073+18.2% | $6,842+5.0% | $3,740+92.0% |
| Admin fee / account holder | $6 | $551-99.0% | $9,309-99.9% | $513-98.9% |