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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,974 | $56,140-84.0% | $76,190-88.2% | $74,495-88.0% |
| Participation rate | 100.0% | 62.6%+37.4pp | 79.3%+20.7pp | 67.2%+32.8pp |
| Annual return | 13.49% | 13.87%-0.4pp | 13.78%-0.3pp | 1364.94%-1351.5pp |
| Employer contribution / active EE | $1,029 | $2,881-64.3% | $4,578-77.5% | $2,623-60.8% |
| Participant deferral / active EE | $2,730 | $3,154-13.5% | $5,474-50.1% | $4,346-37.2% |
| Admin fee / account holder | $20 | $776-97.4% | $5,123-99.6% | $1,942-99.0% |