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.
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 | $37,788 | $55,415-31.8% | $155,509-75.7% | $74,495-49.3% |
| Participation rate | 96.6% | 61.9%+34.6pp | 78.2%+18.4pp | 67.2%+29.4pp |
| Annual return | 15.54% | 268.50%-253.0pp | 64.67%-49.1pp | 1364.94%-1349.4pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,672-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $11,962 | $2,836+321.8% | $5,626+112.6% | $4,346+175.2% |
| Admin fee / account holder | $35 | $1,738-98.0% | $15,912-99.8% | $1,942-98.2% |