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).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $294,390 | $49,915+489.8% | $154,803+90.2% | $74,304+296.2% |
| Participation rate | 98.1% | 54.0%+44.1pp | 78.1%+20.0pp | 60.3%+37.7pp |
| Annual return | 16.59% | 34.06%-17.5pp | 58.88%-42.3pp | 29.43%-12.8pp |
| Employer contribution / active EE | $6,678 | $1,611+314.4% | $4,305+55.1% | $2,241+197.9% |
| Participant deferral / active EE | $7,031 | $2,255+211.8% | $5,540+26.9% | $3,767+86.6% |
| Admin fee / account holder | $28 | $2,189-98.7% | $14,329-99.8% | $2,969-99.0% |