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 | $70,261 | $69,362+1.3% | $101,248-30.6% | $73,488-4.4% |
| Participation rate | 81.4% | 68.4%+13.0pp | 75.8%+5.6pp | 70.7%+10.7pp |
| Annual return | 20.45% | 18.46%+2.0pp | 46.47%-26.0pp | 28.51%-8.1pp |
| Employer contribution / active EE | $1,460 | $2,628-44.4% | $3,660-60.1% | $2,270-35.7% |
| Participant deferral / active EE | $5,862 | $3,300+77.7% | $4,370+34.1% | $3,740+56.8% |
| Admin fee / account holder | $18 | $704-97.5% | $5,945-99.7% | $513-96.6% |