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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,031 | $78,485+0.7% | $106,213-25.6% | $74,495+6.1% |
| Participation rate | 73.4% | 72.8%+0.6pp | 75.3%-1.9pp | 67.2%+6.2pp |
| Annual return | 14.24% | 15.95%-1.7pp | 116.14%-101.9pp | 1364.94%-1350.7pp |
| Employer contribution / active EE | $1,800 | $2,523-28.7% | $3,171-43.3% | $2,623-31.4% |
| Participant deferral / active EE | $3,810 | $4,322-11.9% | $5,016-24.0% | $4,346-12.3% |
| Admin fee / account holder | $4 | $2,232-99.8% | $11,033-100.0% | $1,942-99.8% |