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 | $66,332 | $63,442+4.6% | $68,791-3.6% | $66,914-0.9% |
| Participation rate | 74.0% | 60.0%+14.0pp | 69.0%+5.0pp | 69.8%+4.2pp |
| Annual return | -13.92% | -8.29%-5.6pp | -6.38%-7.5pp | 1.58%-15.5pp |
| Employer contribution / active EE | $2,330 | $1,775+31.3% | $2,655-12.3% | $2,544-8.4% |
| Participant deferral / active EE | $4,272 | $2,945+45.1% | $3,941+8.4% | $4,237+0.8% |
| Admin fee / account holder | $5 | $577-99.1% | $4,932-99.9% | $593-99.1% |