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 | $86,025 | $64,839+32.7% | $95,585-10.0% | $84,808+1.4% |
| Participation rate | 78.5% | 63.8%+14.7pp | 72.1%+6.4pp | 68.3%+10.2pp |
| Annual return | 15.14% | -670.96%+686.1pp | 38.56%-23.4pp | 40.90%-25.8pp |
| Employer contribution / active EE | $2,797 | $1,759+59.0% | $2,527+10.7% | $2,631+6.3% |
| Participant deferral / active EE | $4,079 | $2,965+37.6% | $4,023+1.4% | $4,212-3.1% |
| Admin fee / account holder | $259 | $5,964-95.7% | $6,127-95.8% | $7,344-96.5% |