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 | $30,600 | $73,360-58.3% | $177,989-82.8% | $74,495-58.9% |
| Participation rate | 82.8% | 66.6%+16.1pp | 77.1%+5.7pp | 67.2%+15.6pp |
| Annual return | 12.31% | 17.49%-5.2pp | 294.48%-282.2pp | 1364.94%-1352.6pp |
| Employer contribution / active EE | $0 | $2,216-100.0% | $3,949-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $5,951 | $4,513+31.9% | $6,276-5.2% | $4,346+36.9% |
| Admin fee / account holder | $4 | $1,808-99.8% | $10,363-100.0% | $1,942-99.8% |