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 | $40,895 | $91,407-55.3% | $135,903-69.9% | $71,457-42.8% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 28.71% | 29.90%-1.2pp | 68.23%-39.5pp | 28.85%-0.1pp |
| Employer contribution / active EE | $4,032 | $3,703+8.9% | $4,856-17.0% | $2,588+55.8% |
| Participant deferral / active EE | $7,713 | $7,092+8.8% | $7,758-0.6% | $4,289+79.8% |
| Admin fee / account holder | $78 | $1,266-93.9% | $10,762-99.3% | $1,587-95.1% |