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 | $86,391 | $54,517+58.5% | $75,972+13.7% | $74,495+16.0% |
| Participation rate | 70.3% | 60.3%+10.0pp | 69.1%+1.2pp | 67.2%+3.1pp |
| Annual return | 14.34% | 31.82%-17.5pp | 359.55%-345.2pp | 1364.94%-1350.6pp |
| Employer contribution / active EE | $2,180 | $1,777+22.6% | $2,685-18.8% | $2,623-16.9% |
| Participant deferral / active EE | $4,237 | $3,066+38.2% | $4,255-0.4% | $4,346-2.5% |
| Admin fee / account holder | $10 | $2,229-99.6% | $6,467-99.9% | $1,942-99.5% |