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.
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 | $12,076 | $57,921-79.2% | $84,750-85.8% | $57,658-79.1% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 70.2%+29.8pp |
| Annual return | 3.81% | 10.24%-6.4pp | 22.78%-19.0pp | 5.13%-1.3pp |
| Employer contribution / active EE | $3,130 | $2,598+20.5% | $3,574-12.4% | $1,974+58.6% |
| Participant deferral / active EE | $1,822 | $2,742-33.6% | $3,712-50.9% | $3,061-40.5% |
| Admin fee / account holder | $0 | $130-100.0% | $5,332-100.0% | $95-100.0% |