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.
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 | $14,005 | $60,545-76.9% | $92,233-84.8% | $69,631-79.9% |
| Participation rate | 99.8% | 72.2%+27.6pp | 76.5%+23.3pp | 70.7%+29.1pp |
| Annual return | 13.89% | 19.71%-5.8pp | 176.28%-162.4pp | 27571.02%-27557.1pp |
| Employer contribution / active EE | $2,443 | $2,633-7.2% | $3,679-33.6% | $2,032+20.2% |
| Participant deferral / active EE | $1,811 | $2,828-36.0% | $3,897-53.5% | $3,224-43.8% |
| Admin fee / account holder | $32 | $145-78.2% | $5,194-99.4% | $110-71.4% |