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 | $118,387 | $79,428+49.0% | $106,548+11.1% | $79,386+49.1% |
| Participation rate | 92.1% | 74.1%+18.0pp | 76.1%+15.9pp | 70.7%+21.4pp |
| Annual return | 14.05% | 18.27%-4.2pp | 26.80%-12.8pp | 116.85%-102.8pp |
| Employer contribution / active EE | $4,321 | $2,234+93.4% | $2,819+53.3% | $2,427+78.0% |
| Participant deferral / active EE | $5,339 | $3,823+39.7% | $4,398+21.4% | $4,046+32.0% |
| Admin fee / account holder | $14 | $523-97.3% | $7,407-99.8% | $626-97.8% |