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 | $76,052 | $58,879+29.2% | $178,490-57.4% | $73,488+3.5% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 21.27% | 24.86%-3.6pp | 151.07%-129.8pp | 28.51%-7.2pp |
| Employer contribution / active EE | $4,268 | $2,236+90.9% | $5,011-14.8% | $2,270+88.0% |
| Participant deferral / active EE | $3,544 | $2,567+38.0% | $5,202-31.9% | $3,740-5.2% |
| Admin fee / account holder | $0 | $400-100.0% | $13,984-100.0% | $513-100.0% |