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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,599 | $69,763-6.0% | $67,502-2.8% | $74,495-11.9% |
| Participation rate | 76.4% | 71.4%+5.0pp | 72.9%+3.5pp | 67.2%+9.2pp |
| Annual return | 18.13% | -40.34%+58.5pp | 3512.12%-3494.0pp | 1364.94%-1346.8pp |
| Employer contribution / active EE | $2,883 | $2,704+6.6% | $2,731+5.6% | $2,623+9.9% |
| Participant deferral / active EE | $4,235 | $3,636+16.5% | $4,000+5.9% | $4,346-2.5% |
| Admin fee / account holder | $0 | $896-100.0% | $3,998-100.0% | $1,942-100.0% |