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 9-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 | $22,022 | $54,517-59.6% | $75,972-71.0% | $74,495-70.4% |
| Participation rate | 96.1% | 60.3%+35.8pp | 69.1%+27.1pp | 67.2%+28.9pp |
| Annual return | 15.71% | 31.82%-16.1pp | 359.55%-343.8pp | 1364.94%-1349.2pp |
| Employer contribution / active EE | $2,972 | $1,777+67.3% | $2,685+10.7% | $2,623+13.3% |
| Participant deferral / active EE | $4,220 | $3,066+37.6% | $4,255-0.8% | $4,346-2.9% |
| Admin fee / account holder | $100 | $2,229-95.5% | $6,467-98.4% | $1,942-94.8% |