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.
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 | $11,863 | $73,360-83.8% | $177,989-93.3% | $74,495-84.1% |
| Participation rate | 95.9% | 66.6%+29.3pp | 77.1%+18.9pp | 67.2%+28.7pp |
| Annual return | 15.97% | 17.49%-1.5pp | 294.48%-278.5pp | 1364.94%-1349.0pp |
| Employer contribution / active EE | $2,165 | $2,216-2.3% | $3,949-45.2% | $2,623-17.5% |
| Participant deferral / active EE | $3,057 | $4,513-32.3% | $6,276-51.3% | $4,346-29.6% |
| Admin fee / account holder | $23 | $1,808-98.7% | $10,363-99.8% | $1,942-98.8% |