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 9-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 | $144,893 | $98,982+46.4% | $162,163-10.7% | $65,185+122.3% |
| Participation rate | 100.0% | 85.8%+14.2pp | 87.6%+12.4pp | 70.2%+29.8pp |
| Annual return | 25.18% | 24.84%+0.3pp | 115.59%-90.4pp | 29.38%-4.2pp |
| Employer contribution / active EE | $8,403 | $3,467+142.4% | $5,614+49.7% | $2,177+286.1% |
| Participant deferral / active EE | $6,284 | $5,384+16.7% | $7,298-13.9% | $3,514+78.8% |
| Admin fee / account holder | $0 | $596-100.0% | $10,843-100.0% | $847-100.0% |