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 8-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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,321 | $100,801-58.0% | $149,696-71.7% | $73,409-42.3% |
| Participation rate | 93.8% | 77.7%+16.2pp | 82.5%+11.4pp | 72.2%+21.7pp |
| Annual return | 68.16% | 265.34%-197.2pp | 276.60%-208.4pp | 59.29%+8.9pp |
| Employer contribution / active EE | $9,489 | $3,312+186.5% | $4,644+104.3% | $2,234+324.8% |
| Participant deferral / active EE | $14,348 | $6,404+124.0% | $6,842+109.7% | $3,805+277.0% |
| Admin fee / account holder | $19 | $181-89.7% | $9,309-99.8% | $158-88.2% |