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 | $160,948 | $91,407+76.1% | $135,903+18.4% | $71,457+125.2% |
| Participation rate | 97.5% | 75.7%+21.9pp | 81.9%+15.6pp | 67.9%+29.6pp |
| Annual return | 26.10% | 29.90%-3.8pp | 68.23%-42.1pp | 28.85%-2.7pp |
| Employer contribution / active EE | $9,965 | $3,703+169.1% | $4,856+105.2% | $2,588+285.1% |
| Participant deferral / active EE | $18,369 | $7,092+159.0% | $7,758+136.8% | $4,289+328.3% |
| Admin fee / account holder | $7 | $1,266-99.5% | $10,762-99.9% | $1,587-99.6% |