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 | $11,034 | $27,839-60.4% | $58,482-81.1% | $71,457-84.6% |
| Participation rate | 93.5% | 34.5%+58.9pp | 50.9%+42.6pp | 67.9%+25.6pp |
| Annual return | 22.53% | 26.81%-4.3pp | 4239.32%-4216.8pp | 28.85%-6.3pp |
| Employer contribution / active EE | $919 | $631+45.8% | $1,053-12.7% | $2,588-64.5% |
| Participant deferral / active EE | $1,892 | $1,206+56.9% | $1,924-1.6% | $4,289-55.9% |
| Admin fee / account holder | $157 | $1,641-90.4% | $2,516-93.8% | $1,587-90.1% |