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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,208 | $62,928-69.5% | $172,739-88.9% | $67,579-71.6% |
| Participation rate | 99.7% | 64.5%+35.3pp | 82.6%+17.1pp | 71.3%+28.4pp |
| Annual return | 19.42% | 30.36%-10.9pp | 802.84%-783.4pp | 378.56%-359.1pp |
| Employer contribution / active EE | $3,527 | $1,636+115.6% | $5,143-31.4% | $2,148+64.2% |
| Participant deferral / active EE | $1,878 | $2,145-12.4% | $5,198-63.9% | $3,539-46.9% |
| Admin fee / account holder | $2 | $167-98.6% | $13,954-100.0% | $142-98.3% |