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 | $162,487 | $102,553+58.4% | $151,611+7.2% | $66,914+142.8% |
| Participation rate | 91.9% | 85.5%+6.4pp | 87.5%+4.4pp | 69.8%+22.1pp |
| Annual return | -19.64% | -10.82%-8.8pp | 3.33%-23.0pp | 1.58%-21.2pp |
| Employer contribution / active EE | $9,430 | $4,180+125.6% | $6,166+52.9% | $2,544+270.6% |
| Participant deferral / active EE | $6,867 | $6,641+3.4% | $8,363-17.9% | $4,237+62.1% |
| Admin fee / account holder | $0 | $630-100.0% | $11,616-100.0% | $593-100.0% |