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 | $19,696 | $45,031-56.3% | $84,966-76.8% | $77,643-74.6% |
| Participation rate | 76.8% | 48.7%+28.1pp | 67.5%+9.3pp | 70.6%+6.3pp |
| Annual return | 11.31% | 79.22%-67.9pp | 66.38%-55.1pp | 31.24%-19.9pp |
| Employer contribution / active EE | $543 | $1,609-66.2% | $2,727-80.1% | $2,726-80.1% |
| Participant deferral / active EE | $2,343 | $2,807-16.5% | $4,519-48.1% | $4,647-49.6% |
| Admin fee / account holder | $148 | $912-83.8% | $6,149-97.6% | $430-65.7% |