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 5-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 | $6,163 | $70,669-91.3% | $169,368-96.4% | $75,163-91.8% |
| Participation rate | 90.2% | 64.8%+25.4pp | 77.1%+13.0pp | 67.2%+23.0pp |
| Annual return | 51.09% | 36.36%+14.7pp | 405.60%-354.5pp | 160.62%-109.5pp |
| Employer contribution / active EE | $0 | $2,211-100.0% | $4,013-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $5,373 | $4,311+24.7% | $6,221-13.6% | $4,125+30.3% |
| Admin fee / account holder | $26 | $5,402-99.5% | $9,003-99.7% | $5,651-99.5% |