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.
Participant 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 | $96,196 | $84,936+13.3% | $111,297-13.6% | $79,386+21.2% |
| Participation rate | 70.8% | 75.9%-5.0pp | 77.3%-6.5pp | 70.7%+0.1pp |
| Annual return | 12.55% | 17.45%-4.9pp | 54.65%-42.1pp | 116.85%-104.3pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,731-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $907 | $3,888-76.7% | $4,487-79.8% | $4,046-77.6% |
| Admin fee / account holder | $9 | $537-98.3% | $7,964-99.9% | $626-98.6% |