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 10-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.
Annual investment return 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 | $32,103 | $67,984-52.8% | $65,493-51.0% | $74,304-56.8% |
| Participation rate | 96.0% | 66.3%+29.7pp | 73.1%+22.9pp | 60.3%+35.7pp |
| Annual return | 10.35% | 19.87%-9.5pp | 982.45%-972.1pp | 29.43%-19.1pp |
| Employer contribution / active EE | $901 | $2,491-63.8% | $2,574-65.0% | $2,241-59.8% |
| Participant deferral / active EE | $2,545 | $3,346-23.9% | $3,961-35.7% | $3,767-32.4% |
| Admin fee / account holder | $4 | $1,373-99.7% | $5,028-99.9% | $2,969-99.9% |