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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,970 | $61,272+27.3% | $149,673-47.9% | $71,457+9.1% |
| Participation rate | 71.3% | 62.5%+8.7pp | 78.8%-7.5pp | 67.9%+3.3pp |
| Annual return | 14.57% | 35.85%-21.3pp | 134.42%-119.8pp | 28.85%-14.3pp |
| Employer contribution / active EE | $4,277 | $2,378+79.8% | $4,818-11.2% | $2,588+65.3% |
| Participant deferral / active EE | $2,906 | $2,917-0.4% | $5,680-48.8% | $4,289-32.3% |
| Admin fee / account holder | $87 | $1,261-93.1% | $13,210-99.3% | $1,587-94.5% |