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 | $15,923 | $54,392-70.7% | $84,750-81.2% | $63,975-75.1% |
| Participation rate | 100.0% | 76.9%+23.1pp | 76.6%+23.4pp | 71.1%+28.9pp |
| Annual return | 9.70% | 611.38%-601.7pp | 22.78%-13.1pp | 48.65%-38.9pp |
| Employer contribution / active EE | $5,663 | $2,943+92.4% | $3,574+58.4% | $2,182+159.6% |
| Participant deferral / active EE | $1,873 | $2,593-27.8% | $3,712-49.5% | $3,356-44.2% |
| Admin fee / account holder | $1 | $136-99.6% | $5,332-100.0% | $70-99.2% |