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 | $80,347 | $55,415+45.0% | $155,509-48.3% | $74,495+7.9% |
| Participation rate | 72.6% | 61.9%+10.7pp | 78.2%-5.6pp | 67.2%+5.4pp |
| Annual return | 13.56% | 268.50%-254.9pp | 64.67%-51.1pp | 1364.94%-1351.4pp |
| Employer contribution / active EE | $3,987 | $2,267+75.9% | $4,672-14.7% | $2,623+52.0% |
| Participant deferral / active EE | $3,185 | $2,836+12.3% | $5,626-43.4% | $4,346-26.7% |
| Admin fee / account holder | $85 | $1,738-95.1% | $15,912-99.5% | $1,942-95.6% |