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 | $131,134 | $37,117+253.3% | $147,614-11.2% | $55,191+137.6% |
| Participation rate | 86.4% | 63.6%+22.8pp | 84.6%+1.7pp | 69.2%+17.2pp |
| Annual return | -1.31% | 3.44%-4.8pp | 61.98%-63.3pp | 10.78%-12.1pp |
| Employer contribution / active EE | $6,570 | $1,620+305.4% | $5,564+18.1% | $1,899+246.0% |
| Participant deferral / active EE | $3,891 | $1,985+96.0% | $4,895-20.5% | $3,046+27.7% |
| Admin fee / account holder | $27 | $86-67.9% | $11,611-99.8% | $91-69.7% |