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 | $45,296 | $93,182-51.4% | $146,665-69.1% | $79,386-42.9% |
| Participation rate | 100.0% | 76.4%+23.6pp | 80.1%+19.9pp | 70.7%+29.3pp |
| Annual return | 17.25% | 21.61%-4.4pp | 22.74%-5.5pp | 116.85%-99.6pp |
| Employer contribution / active EE | $3,078 | $2,420+27.2% | $4,136-25.6% | $2,427+26.8% |
| Participant deferral / active EE | $5,402 | $4,169+29.6% | $5,506-1.9% | $4,046+33.5% |
| Admin fee / account holder | $0 | $585-100.0% | $10,280-100.0% | $626-100.0% |