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 | $328,656 | $136,307+141.1% | $177,821+84.8% | $73,488+347.2% |
| Participation rate | 98.3% | 86.1%+12.2pp | 87.7%+10.5pp | 70.7%+27.6pp |
| Annual return | 26.14% | 18.68%+7.5pp | 48.32%-22.2pp | 28.51%-2.4pp |
| Employer contribution / active EE | $4,672 | $3,712+25.9% | $5,918-21.1% | $2,270+105.8% |
| Participant deferral / active EE | $5,562 | $5,829-4.6% | $7,714-27.9% | $3,740+48.7% |
| Admin fee / account holder | $87 | $596-85.3% | $12,427-99.3% | $513-83.0% |