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.
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 | $11,338 | $44,960-74.8% | $84,966-86.7% | $74,495-84.8% |
| Participation rate | 97.7% | 49.4%+48.3pp | 67.5%+30.2pp | 67.2%+30.5pp |
| Annual return | 15.83% | 26.24%-10.4pp | 66.38%-50.6pp | 1364.94%-1349.1pp |
| Employer contribution / active EE | $1,821 | $1,457+25.0% | $2,727-33.2% | $2,623-30.6% |
| Participant deferral / active EE | $2,568 | $2,731-6.0% | $4,519-43.2% | $4,346-40.9% |
| Admin fee / account holder | $18 | $2,209-99.2% | $6,149-99.7% | $1,942-99.1% |