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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $37,694 | $69,763-46.0% | $67,502-44.2% | $74,495-49.4% |
| Participation rate | 94.1% | 71.4%+22.8pp | 72.9%+21.2pp | 67.2%+26.9pp |
| Annual return | 10.87% | -40.34%+51.2pp | 3512.12%-3501.2pp | 1364.94%-1354.1pp |
| Employer contribution / active EE | $977 | $2,704-63.9% | $2,731-64.2% | $2,623-62.8% |
| Participant deferral / active EE | $1,709 | $3,636-53.0% | $4,000-57.3% | $4,346-60.7% |
| Admin fee / account holder | $0 | $896-100.0% | $3,998-100.0% | $1,942-100.0% |