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).
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 | $62,860 | $106,028-40.7% | $146,958-57.2% | $77,643-19.0% |
| Participation rate | 74.8% | 78.4%-3.6pp | 82.2%-7.4pp | 70.6%+4.2pp |
| Annual return | 41.14% | 56.73%-15.6pp | 418.34%-377.2pp | 31.24%+9.9pp |
| Employer contribution / active EE | $0 | $4,063-100.0% | $4,933-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $11,945 | $7,990+49.5% | $8,070+48.0% | $4,647+157.0% |
| Admin fee / account holder | $19 | $337-94.5% | $12,998-99.9% | $430-95.7% |