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).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $311,827 | $98,982+215.0% | $162,163+92.3% | $65,185+378.4% |
| Participation rate | 94.2% | 85.8%+8.5pp | 87.6%+6.7pp | 70.2%+24.0pp |
| Annual return | 33.40% | 24.84%+8.6pp | 115.59%-82.2pp | 29.38%+4.0pp |
| Employer contribution / active EE | $4,460 | $3,467+28.7% | $5,614-20.6% | $2,177+104.9% |
| Participant deferral / active EE | $5,125 | $5,384-4.8% | $7,298-29.8% | $3,514+45.8% |
| Admin fee / account holder | $24 | $596-96.0% | $10,843-99.8% | $847-97.2% |