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 | $53,052 | $99,985-46.9% | $146,665-63.8% | $85,850-38.2% |
| Participation rate | 95.8% | 73.1%+22.7pp | 80.1%+15.7pp | 69.3%+26.5pp |
| Annual return | 17.65% | 18.93%-1.3pp | 22.74%-5.1pp | 318.53%-300.9pp |
| Employer contribution / active EE | $5,711 | $2,559+123.2% | $4,136+38.1% | $2,565+122.6% |
| Participant deferral / active EE | $10,315 | $4,006+157.5% | $5,506+87.3% | $3,952+161.0% |
| Admin fee / account holder | $17 | $7,702-99.8% | $10,280-99.8% | $6,260-99.7% |