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.
Annual investment return 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 | $63,103 | $59,417+6.2% | $93,606-32.6% | $74,495-15.3% |
| Participation rate | 71.2% | 59.7%+11.5pp | 68.7%+2.5pp | 67.2%+4.0pp |
| Annual return | 9.79% | 81.83%-72.0pp | 133.20%-123.4pp | 1364.94%-1355.2pp |
| Employer contribution / active EE | $2,238 | $1,264+77.1% | $2,420-7.5% | $2,623-14.7% |
| Participant deferral / active EE | $2,899 | $3,050-5.0% | $4,411-34.3% | $4,346-33.3% |
| Admin fee / account holder | $44 | $3,021-98.5% | $8,285-99.5% | $1,942-97.7% |