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 5-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 | $17,266 | $54,517-68.3% | $75,972-77.3% | $74,495-76.8% |
| Participation rate | 82.8% | 60.3%+22.4pp | 69.1%+13.7pp | 67.2%+15.6pp |
| Annual return | 15.68% | 31.82%-16.1pp | 359.55%-343.9pp | 1364.94%-1349.3pp |
| Employer contribution / active EE | $1,178 | $1,777-33.7% | $2,685-56.1% | $2,623-55.1% |
| Participant deferral / active EE | $2,643 | $3,066-13.8% | $4,255-37.9% | $4,346-39.2% |
| Admin fee / account holder | $20 | $2,229-99.1% | $6,467-99.7% | $1,942-99.0% |