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 7-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.
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 | $11,490 | $109,413-89.5% | $156,263-92.6% | $84,808-86.5% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 19.82% | 20.18%-0.4pp | 59.47%-39.6pp | 40.90%-21.1pp |
| Employer contribution / active EE | $2,583 | $2,907-11.2% | $4,333-40.4% | $2,631-1.8% |
| Participant deferral / active EE | $3,875 | $4,590-15.6% | $6,158-37.1% | $4,212-8.0% |
| Admin fee / account holder | $38 | $9,357-99.6% | $14,255-99.7% | $7,344-99.5% |