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 4-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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,529 | $64,432-82.1% | - | $139,434-91.7% |
| Participation rate | 100.0% | 66.0%+34.0pp | - | 80.3%+19.7pp |
| Annual return | 32.28% | 4.96%+27.3pp | - | 372.94%-340.7pp |
| Employer contribution / active EE | $11,194 | $6,830+63.9% | - | $4,751+135.6% |
| Participant deferral / active EE | $6,010 | $2,937+104.6% | - | $6,710-10.4% |
| Admin fee / account holder | $29 | $3,919-99.3% | - | $11,403-99.7% |