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 6-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 | $54,303 | $78,485-30.8% | $106,213-48.9% | $74,495-27.1% |
| Participation rate | 91.3% | 72.8%+18.4pp | 75.3%+16.0pp | 67.2%+24.1pp |
| Annual return | 15.51% | 15.95%-0.4pp | 116.14%-100.6pp | 1364.94%-1349.4pp |
| Employer contribution / active EE | $3,596 | $2,523+42.6% | $3,171+13.4% | $2,623+37.1% |
| Participant deferral / active EE | $3,543 | $4,322-18.0% | $5,016-29.4% | $4,346-18.5% |
| Admin fee / account holder | $35 | $2,232-98.4% | $11,033-99.7% | $1,942-98.2% |