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 9-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 | $6,734 | $65,061-89.7% | $143,757-95.3% | $66,914-89.9% |
| Participation rate | 83.1% | 65.2%+17.9pp | 80.3%+2.8pp | 69.8%+13.3pp |
| Annual return | -15.28% | -11.14%-4.1pp | -0.04%-15.2pp | 1.58%-16.9pp |
| Employer contribution / active EE | $1,841 | $2,361-22.0% | $4,951-62.8% | $2,544-27.6% |
| Participant deferral / active EE | $2,540 | $2,919-13.0% | $5,637-54.9% | $4,237-40.1% |
| Admin fee / account holder | $14 | $502-97.2% | $14,673-99.9% | $593-97.6% |