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 4-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 | $139,804 | $130,194+7.4% | $169,993-17.8% | $71,457+95.6% |
| Participation rate | 91.4% | 86.1%+5.2pp | 87.0%+4.4pp | 67.9%+23.4pp |
| Annual return | 23.93% | 20.37%+3.6pp | 53.37%-29.4pp | 28.85%-4.9pp |
| Employer contribution / active EE | $21,852 | $4,381+398.8% | $6,785+222.1% | $2,588+744.5% |
| Participant deferral / active EE | $12,974 | $6,923+87.4% | $10,408+24.7% | $4,289+202.5% |
| Admin fee / account holder | $4 | $966-99.6% | $12,815-100.0% | $1,587-99.7% |