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 | $69,013 | $58,264+18.4% | $86,612-20.3% | $71,457-3.4% |
| Participation rate | 99.4% | 65.0%+34.4pp | 71.7%+27.7pp | 67.9%+31.5pp |
| Annual return | 23.77% | 21.63%+2.1pp | 591.07%-567.3pp | 28.85%-5.1pp |
| Employer contribution / active EE | $6,078 | $2,574+136.1% | $3,022+101.1% | $2,588+134.9% |
| Participant deferral / active EE | $12,497 | $3,436+263.7% | $4,438+181.6% | $4,289+191.4% |
| Admin fee / account holder | $6 | $1,057-99.5% | $5,614-99.9% | $1,587-99.7% |