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 8-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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,268 | $88,122-77.0% | $141,162-85.6% | $67,579-70.0% |
| Participation rate | 79.5% | 76.5%+3.1pp | 82.5%-2.9pp | 71.3%+8.3pp |
| Annual return | 143.48% | 75.40%+68.1pp | 71.39%+72.1pp | 378.56%-235.1pp |
| Employer contribution / active EE | $944 | $3,224-70.7% | $4,735-80.1% | $2,148-56.0% |
| Participant deferral / active EE | $5,963 | $5,958+0.1% | $6,709-11.1% | $3,539+68.5% |
| Admin fee / account holder | $0 | $131-100.0% | $10,261-100.0% | $142-100.0% |