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.
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 | $40,973 | $99,957-59.0% | $149,696-72.6% | $73,488-44.2% |
| Participation rate | 94.5% | 75.7%+18.8pp | 82.5%+12.0pp | 70.7%+23.8pp |
| Annual return | 22.78% | 53.87%-31.1pp | 276.60%-253.8pp | 28.51%-5.7pp |
| Employer contribution / active EE | $3,608 | $3,191+13.1% | $4,644-22.3% | $2,270+58.9% |
| Participant deferral / active EE | $6,612 | $6,073+8.9% | $6,842-3.4% | $3,740+76.8% |
| Admin fee / account holder | $18 | $551-96.7% | $9,309-99.8% | $513-96.5% |