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 | $75,647 | $51,045+48.2% | $70,515+7.3% | $71,457+5.9% |
| Participation rate | 75.4% | 59.4%+16.0pp | 68.3%+7.0pp | 67.9%+7.5pp |
| Annual return | 19.33% | 42.63%-23.3pp | 32.77%-13.4pp | 28.85%-9.5pp |
| Employer contribution / active EE | $2,155 | $1,790+20.4% | $2,973-27.5% | $2,588-16.7% |
| Participant deferral / active EE | $4,459 | $3,026+47.3% | $4,567-2.3% | $4,289+4.0% |
| Admin fee / account holder | $10 | $1,994-99.5% | $6,412-99.8% | $1,587-99.4% |