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 | $75,777 | $106,028-28.5% | $146,958-48.4% | $77,643-2.4% |
| Participation rate | 78.0% | 78.4%-0.4pp | 82.2%-4.2pp | 70.6%+7.4pp |
| Annual return | 20.76% | 56.73%-36.0pp | 418.34%-397.6pp | 31.24%-10.5pp |
| Employer contribution / active EE | $3,661 | $4,063-9.9% | $4,933-25.8% | $2,726+34.3% |
| Participant deferral / active EE | $7,485 | $7,990-6.3% | $8,070-7.3% | $4,647+61.1% |
| Admin fee / account holder | $15 | $337-95.4% | $12,998-99.9% | $430-96.4% |