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 | $47,247 | $82,664-42.8% | $125,339-62.3% | $68,494-31.0% |
| Participation rate | 70.4% | 75.0%-4.6pp | 82.4%-12.0pp | 67.9%+2.5pp |
| Annual return | -16.88% | -5.97%-10.9pp | 572.05%-588.9pp | -7.84%-9.0pp |
| Employer contribution / active EE | $3,260 | $3,381-3.6% | $4,814-32.3% | $2,596+25.6% |
| Participant deferral / active EE | $7,852 | $6,110+28.5% | $7,446+5.5% | $4,027+95.0% |
| Admin fee / account holder | $11 | $6,275-99.8% | $10,010-99.9% | $5,403-99.8% |