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).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $395,534 | $73,034+441.6% | $77,163+412.6% | $80,160+393.4% |
| Participation rate | 97.5% | 78.1%+19.3pp | 69.6%+27.9pp | 72.9%+24.5pp |
| Annual return | 11.21% | 18.56%-7.3pp | 37.87%-26.7pp | 40.38%-29.2pp |
| Employer contribution / active EE | $17,839 | $2,779+541.9% | $2,535+603.7% | $2,978+499.1% |
| Participant deferral / active EE | $11,982 | $4,140+189.4% | $3,833+212.6% | $5,017+138.8% |
| Admin fee / account holder | $0 | $104-100.0% | $5,472-100.0% | $145-100.0% |