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 4-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 | $9,931 | $48,795-79.6% | $65,493-84.8% | $84,808-88.3% |
| Participation rate | 83.2% | 67.0%+16.2pp | 73.1%+10.1pp | 68.3%+14.8pp |
| Annual return | 17.96% | 20.20%-2.2pp | 982.45%-964.5pp | 40.90%-22.9pp |
| Employer contribution / active EE | $1,610 | $1,930-16.6% | $2,574-37.5% | $2,631-38.8% |
| Participant deferral / active EE | $2,136 | $2,928-27.1% | $3,961-46.1% | $4,212-49.3% |
| Admin fee / account holder | $32 | $3,877-99.2% | $5,028-99.4% | $7,344-99.6% |