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.
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 | $107,259 | $81,460+31.7% | $103,333+3.8% | $80,856+32.7% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 7.59% | 25.55%-18.0pp | 24.88%-17.3pp | 35.59%-28.0pp |
| Employer contribution / active EE | $11,811 | $3,105+280.4% | $3,868+205.4% | $2,755+328.7% |
| Participant deferral / active EE | $4,661 | $3,869+20.5% | $5,057-7.8% | $4,296+8.5% |
| Admin fee / account holder | $0 | $6,566-100.0% | $8,355-100.0% | $6,918-100.0% |