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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,982 | $104,317-59.8% | $159,436-73.7% | $86,799-51.6% |
| Participation rate | 83.1% | 77.7%+5.4pp | 82.8%+0.3pp | 72.3%+10.8pp |
| Annual return | 66.56% | 26.32%+40.2pp | 263.57%-197.0pp | 97.91%-31.3pp |
| Employer contribution / active EE | $1,069 | $3,451-69.0% | $4,829-77.9% | $2,405-55.6% |
| Participant deferral / active EE | $10,621 | $6,837+55.3% | $7,352+44.5% | $4,131+157.1% |
| Admin fee / account holder | $18 | $172-89.7% | $10,799-99.8% | $170-89.6% |