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 | $28,363 | $53,822-47.3% | $75,696-62.5% | $85,850-67.0% |
| Participation rate | 78.9% | 69.1%+9.9pp | 74.8%+4.1pp | 69.3%+9.6pp |
| Annual return | 28.68% | 24.54%+4.1pp | 104.53%-75.8pp | 318.53%-289.9pp |
| Employer contribution / active EE | $1,610 | $2,017-20.2% | $2,743-41.3% | $2,565-37.2% |
| Participant deferral / active EE | $2,828 | $2,895-2.3% | $3,821-26.0% | $3,952-28.4% |
| Admin fee / account holder | $0 | $3,343-100.0% | $3,619-100.0% | $6,260-100.0% |