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 6-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 | $11,920 | $58,320-79.6% | $86,436-86.2% | $66,914-82.2% |
| Participation rate | 88.8% | 78.6%+10.2pp | 80.3%+8.5pp | 69.8%+19.0pp |
| Annual return | 15.04% | -9.71%+24.7pp | 4394.89%-4379.9pp | 1.58%+13.5pp |
| Employer contribution / active EE | $0 | $2,615-100.0% | $3,769-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $8,783 | $6,899+27.3% | $6,952+26.3% | $4,237+107.3% |
| Admin fee / account holder | $8 | $546-98.6% | $6,731-99.9% | $593-98.7% |