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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,111 | $99,985-74.9% | $146,665-82.9% | $85,850-70.8% |
| Participation rate | 94.7% | 73.1%+21.6pp | 80.1%+14.6pp | 69.3%+25.4pp |
| Annual return | 9.00% | 18.93%-9.9pp | 22.74%-13.7pp | 318.53%-309.5pp |
| Employer contribution / active EE | $844 | $2,559-67.0% | $4,136-79.6% | $2,565-67.1% |
| Participant deferral / active EE | $2,402 | $4,006-40.0% | $5,506-56.4% | $3,952-39.2% |
| Admin fee / account holder | $8 | $7,702-99.9% | $10,280-99.9% | $6,260-99.9% |