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 | $3,422 | $86,929-96.1% | $102,423-96.7% | $80,856-95.8% |
| Participation rate | 98.0% | 72.4%+25.6pp | 76.5%+21.5pp | 67.6%+30.3pp |
| Annual return | 18.77% | 18.88%-0.1pp | 29.32%-10.6pp | 35.59%-16.8pp |
| Employer contribution / active EE | $2 | $2,369-99.9% | $3,023-99.9% | $2,755-99.9% |
| Participant deferral / active EE | $1,985 | $4,118-51.8% | $5,053-60.7% | $4,296-53.8% |
| Admin fee / account holder | $23 | $8,049-99.7% | $9,451-99.8% | $6,918-99.7% |