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 | $64,601 | $102,605-37.0% | $145,661-55.6% | $84,808-23.8% |
| Participation rate | 98.2% | 74.3%+23.9pp | 77.2%+21.0pp | 68.3%+29.9pp |
| Annual return | 16.29% | 26.50%-10.2pp | 101.46%-85.2pp | 40.90%-24.6pp |
| Employer contribution / active EE | $4,395 | $3,325+32.2% | $4,238+3.7% | $2,631+67.0% |
| Participant deferral / active EE | $8,906 | $5,750+54.9% | $7,198+23.7% | $4,212+111.5% |
| Admin fee / account holder | $82 | $8,758-99.1% | $12,466-99.3% | $7,344-98.9% |