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 | $178,344 | $79,428+124.5% | $106,548+67.4% | $79,386+124.7% |
| Participation rate | 70.9% | 74.1%-3.2pp | 76.1%-5.2pp | 70.7%+0.2pp |
| Annual return | 18.19% | 18.27%-0.1pp | 26.80%-8.6pp | 116.85%-98.7pp |
| Employer contribution / active EE | $1,259 | $2,234-43.6% | $2,819-55.3% | $2,427-48.1% |
| Participant deferral / active EE | $4,935 | $3,823+29.1% | $4,398+12.2% | $4,046+22.0% |
| Admin fee / account holder | -$56 | $523-110.8% | $7,407-100.8% | $626-109.0% |