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 7-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 | $91,561 | $84,556+8.3% | $116,228-21.2% | $74,304+23.2% |
| Participation rate | 95.7% | 66.0%+29.7pp | 74.6%+21.2pp | 60.3%+35.4pp |
| Annual return | 15.31% | 18.35%-3.0pp | 90.06%-74.7pp | 29.43%-14.1pp |
| Employer contribution / active EE | $3,647 | $2,168+68.2% | $2,994+21.8% | $2,241+62.7% |
| Participant deferral / active EE | $7,733 | $3,814+102.7% | $4,953+56.1% | $3,767+105.3% |
| Admin fee / account holder | $12 | $3,792-99.7% | $11,989-99.9% | $2,969-99.6% |