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 | $40,960 | $62,327-34.3% | $120,354-66.0% | $74,495-45.0% |
| Participation rate | 91.5% | 56.8%+34.8pp | 71.9%+19.6pp | 67.2%+24.3pp |
| Annual return | 15.19% | 18.61%-3.4pp | 107.15%-92.0pp | 1364.94%-1349.7pp |
| Employer contribution / active EE | $2,871 | $1,843+55.7% | $3,463-17.1% | $2,623+9.4% |
| Participant deferral / active EE | $4,176 | $2,893+44.4% | $4,991-16.3% | $4,346-3.9% |
| Admin fee / account holder | $35 | $2,396-98.5% | $9,423-99.6% | $1,942-98.2% |