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.
Employer 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 | $16,319 | $82,917-80.3% | $103,333-84.2% | $77,643-79.0% |
| Participation rate | 100.0% | 71.6%+28.4pp | 74.5%+25.5pp | 70.6%+29.4pp |
| Annual return | 14.52% | 19.13%-4.6pp | 24.88%-10.4pp | 31.24%-16.7pp |
| Employer contribution / active EE | $319 | $3,552-91.0% | $3,868-91.7% | $2,726-88.3% |
| Participant deferral / active EE | $7,592 | $4,108+84.8% | $5,057+50.1% | $4,647+63.4% |
| Admin fee / account holder | $7 | $638-98.9% | $8,355-99.9% | $430-98.3% |