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 4-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.
Participant 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 | $636 | $39,286-98.4% | $80,716-99.2% | $79,386-99.2% |
| Participation rate | 90.2% | 41.0%+49.2pp | 54.2%+36.0pp | 70.7%+19.5pp |
| Annual return | 0.00% | 98.95%-98.9pp | 87.28%-87.3pp | 116.85%-116.9pp |
| Employer contribution / active EE | $210 | $594-64.7% | $1,160-81.9% | $2,427-91.4% |
| Participant deferral / active EE | $433 | $1,264-65.7% | $2,146-79.8% | $4,046-89.3% |
| Admin fee / account holder | $13 | $647-98.0% | $3,380-99.6% | $626-97.9% |