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 | $102,397 | $99,957+2.4% | $149,696-31.6% | $73,488+39.3% |
| Participation rate | 96.1% | 75.7%+20.4pp | 82.5%+13.6pp | 70.7%+25.4pp |
| Annual return | 26.09% | 53.87%-27.8pp | 276.60%-250.5pp | 28.51%-2.4pp |
| Employer contribution / active EE | $6,249 | $3,191+95.8% | $4,644+34.6% | $2,270+175.3% |
| Participant deferral / active EE | $8,758 | $6,073+44.2% | $6,842+28.0% | $3,740+134.2% |
| Admin fee / account holder | $16 | $551-97.1% | $9,309-99.8% | $513-96.9% |