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.
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 | $25,294 | $80,724-68.7% | $103,333-75.5% | $74,495-66.0% |
| Participation rate | 72.0% | 65.7%+6.4pp | 74.5%-2.5pp | 67.2%+4.8pp |
| Annual return | 13.69% | 27.56%-13.9pp | 24.88%-11.2pp | 1364.94%-1351.2pp |
| Employer contribution / active EE | $1,390 | $3,157-56.0% | $3,868-64.1% | $2,623-47.0% |
| Participant deferral / active EE | $3,132 | $3,860-18.9% | $5,057-38.1% | $4,346-27.9% |
| Admin fee / account holder | $173 | $2,368-92.7% | $8,355-97.9% | $1,942-91.1% |