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 | $32,581 | $102,317-68.2% | $146,958-77.8% | $80,856-59.7% |
| Participation rate | 89.1% | 75.8%+13.3pp | 82.2%+6.9pp | 67.6%+21.5pp |
| Annual return | 18.61% | 134.76%-116.2pp | 418.34%-399.7pp | 35.59%-17.0pp |
| Employer contribution / active EE | $7,793 | $3,713+109.9% | $4,933+58.0% | $2,755+182.9% |
| Participant deferral / active EE | $9,528 | $6,644+43.4% | $8,070+18.1% | $4,296+121.8% |
| Admin fee / account holder | $41 | $7,941-99.5% | $12,998-99.7% | $6,918-99.4% |