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.
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 | $51,216 | $81,248-37.0% | $155,509-67.1% | $80,856-36.7% |
| Participation rate | 88.9% | 66.2%+22.7pp | 78.2%+10.7pp | 67.6%+21.3pp |
| Annual return | 12.46% | 33.31%-20.9pp | 64.67%-52.2pp | 35.59%-23.1pp |
| Employer contribution / active EE | $3,510 | $3,100+13.2% | $4,672-24.9% | $2,755+27.4% |
| Participant deferral / active EE | $4,513 | $3,452+30.8% | $5,626-19.8% | $4,296+5.1% |
| Admin fee / account holder | $0 | $7,997-100.0% | $15,912-100.0% | $6,918-100.0% |