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 | $62,900 | $42,894+46.6% | $60,874+3.3% | $68,494-8.2% |
| Participation rate | 77.1% | 66.8%+10.4pp | 73.1%+4.0pp | 67.9%+9.3pp |
| Annual return | -13.39% | -13.98%+0.6pp | 16.90%-30.3pp | -7.84%-5.5pp |
| Employer contribution / active EE | $1,703 | $1,978-13.9% | $2,701-37.0% | $2,596-34.4% |
| Participant deferral / active EE | $3,291 | $2,867+14.8% | $3,817-13.8% | $4,027-18.3% |
| Admin fee / account holder | $0 | $3,101-100.0% | $3,224-100.0% | $5,403-100.0% |