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 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 | $23,667 | $57,976-59.2% | $62,995-62.4% | $62,292-62.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 83.97% | 17.54%+66.4pp | 87.57%-3.6pp | 28.90%+55.1pp |
| Employer contribution / active EE | $2,974 | $2,415+23.2% | $2,759+7.8% | $2,042+45.6% |
| Participant deferral / active EE | $3,635 | $2,956+23.0% | $3,329+9.2% | $3,169+14.7% |
| Admin fee / account holder | $84 | $276-69.6% | $3,600-97.7% | $479-82.5% |