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.
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 | $11,821 | $74,706-84.2% | $75,696-84.4% | $79,386-85.1% |
| Participation rate | 84.1% | 75.3%+8.8pp | 74.8%+9.3pp | 70.7%+13.4pp |
| Annual return | 28.11% | 18.52%+9.6pp | 104.53%-76.4pp | 116.85%-88.7pp |
| Employer contribution / active EE | $0 | $2,590-100.0% | $2,743-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $6,229 | $3,533+76.3% | $3,821+63.0% | $4,046+54.0% |
| Admin fee / account holder | $23 | $374-94.0% | $3,619-99.4% | $626-96.4% |