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.
Participant 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 | $8,733 | $49,693-82.4% | $70,515-87.6% | $74,419-88.3% |
| Participation rate | 100.0% | 64.7%+35.3pp | 68.3%+31.7pp | 70.7%+29.3pp |
| Annual return | 19.33% | 21.22%-1.9pp | 32.77%-13.4pp | 34.38%-15.1pp |
| Employer contribution / active EE | $0 | $1,773-100.0% | $2,973-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $1,019 | $3,376-69.8% | $4,567-77.7% | $4,528-77.5% |
| Admin fee / account holder | $9 | $316-97.1% | $6,412-99.9% | $348-97.4% |