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 | $95,716 | $55,415+72.7% | $155,509-38.4% | $74,495+28.5% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 12.15% | 268.50%-256.4pp | 64.67%-52.5pp | 1364.94%-1352.8pp |
| Employer contribution / active EE | $2,457 | $2,267+8.4% | $4,672-47.4% | $2,623-6.3% |
| Participant deferral / active EE | $3,813 | $2,836+34.5% | $5,626-32.2% | $4,346-12.2% |
| Admin fee / account holder | $58 | $1,738-96.7% | $15,912-99.6% | $1,942-97.0% |