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 5-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 | $23,347 | $44,960-48.1% | $84,966-72.5% | $74,495-68.7% |
| Participation rate | 95.7% | 49.4%+46.4pp | 67.5%+28.2pp | 67.2%+28.5pp |
| Annual return | 15.33% | 26.24%-10.9pp | 66.38%-51.1pp | 1364.94%-1349.6pp |
| Employer contribution / active EE | $2,717 | $1,457+86.5% | $2,727-0.4% | $2,623+3.6% |
| Participant deferral / active EE | $5,577 | $2,731+104.2% | $4,519+23.4% | $4,346+28.3% |
| Admin fee / account holder | $16 | $2,209-99.3% | $6,149-99.7% | $1,942-99.2% |