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 | $180,581 | $69,763+158.8% | $67,502+167.5% | $74,495+142.4% |
| Participation rate | 94.8% | 71.4%+23.5pp | 72.9%+21.9pp | 67.2%+27.6pp |
| Annual return | 13.52% | -40.34%+53.9pp | 3512.12%-3498.6pp | 1364.94%-1351.4pp |
| Employer contribution / active EE | $4,545 | $2,704+68.1% | $2,731+66.4% | $2,623+73.3% |
| Participant deferral / active EE | $6,827 | $3,636+87.8% | $4,000+70.7% | $4,346+57.1% |
| Admin fee / account holder | $0 | $896-100.0% | $3,998-100.0% | $1,942-100.0% |