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 9-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 | $75,918 | $104,317-27.2% | $159,436-52.4% | $86,799-12.5% |
| Participation rate | 97.2% | 77.7%+19.5pp | 82.8%+14.3pp | 72.3%+24.9pp |
| Annual return | 27.73% | 26.32%+1.4pp | 263.57%-235.8pp | 97.91%-70.2pp |
| Employer contribution / active EE | $6,825 | $3,451+97.8% | $4,829+41.3% | $2,405+183.7% |
| Participant deferral / active EE | $9,836 | $6,837+43.9% | $7,352+33.8% | $4,131+138.1% |
| Admin fee / account holder | $3 | $172-98.3% | $10,799-100.0% | $170-98.3% |