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 | $15,682 | $58,879-73.4% | $178,490-91.2% | $73,488-78.7% |
| Participation rate | 92.5% | 66.2%+26.3pp | 81.9%+10.6pp | 70.7%+21.8pp |
| Annual return | 12.30% | 24.86%-12.6pp | 151.07%-138.8pp | 28.51%-16.2pp |
| Employer contribution / active EE | $1,146 | $2,236-48.7% | $5,011-77.1% | $2,270-49.5% |
| Participant deferral / active EE | $2,139 | $2,567-16.7% | $5,202-58.9% | $3,740-42.8% |
| Admin fee / account holder | $7 | $400-98.2% | $13,984-99.9% | $513-98.6% |