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 8-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 | $16,527 | $51,576-68.0% | $129,207-87.2% | $80,856-79.6% |
| Participation rate | 100.0% | 57.0%+43.0pp | 69.6%+30.4pp | 67.6%+32.4pp |
| Annual return | 12.42% | 20.81%-8.4pp | 9417.33%-9404.9pp | 35.59%-23.2pp |
| Employer contribution / active EE | $11,308 | $1,584+614.0% | $4,153+172.3% | $2,755+310.5% |
| Participant deferral / active EE | $9,361 | $2,669+250.8% | $4,168+124.6% | $4,296+117.9% |
| Admin fee / account holder | $0 | $4,305-100.0% | $7,715-100.0% | $6,918-100.0% |