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 6-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 | $38,542 | $77,503-50.3% | $100,391-61.6% | $80,856-52.3% |
| Participation rate | 96.0% | 76.9%+19.1pp | 81.5%+14.5pp | 67.6%+28.4pp |
| Annual return | 13.80% | 37.20%-23.4pp | 49.20%-35.4pp | 35.59%-21.8pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $9,168 | $6,820+34.4% | $8,082+13.4% | $4,296+113.4% |
| Admin fee / account holder | -$62 | $5,897-101.0% | $7,899-100.8% | $6,918-100.9% |