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 | $155,185 | $79,171+96.0% | $102,423+51.5% | $74,495+108.3% |
| Participation rate | 82.4% | 74.8%+7.6pp | 76.5%+5.9pp | 67.2%+15.2pp |
| Annual return | 14.77% | 54.93%-40.2pp | 29.32%-14.6pp | 1364.94%-1350.2pp |
| Employer contribution / active EE | $1,981 | $2,362-16.2% | $3,023-34.5% | $2,623-24.5% |
| Participant deferral / active EE | $7,788 | $4,415+76.4% | $5,053+54.1% | $4,346+79.2% |
| Admin fee / account holder | $21 | $2,001-98.9% | $9,451-99.8% | $1,942-98.9% |