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 | $24,669 | $67,984-63.7% | $65,493-62.3% | $74,304-66.8% |
| Participation rate | 99.2% | 66.3%+32.9pp | 73.1%+26.1pp | 60.3%+38.9pp |
| Annual return | 12.62% | 19.87%-7.2pp | 982.45%-969.8pp | 29.43%-16.8pp |
| Employer contribution / active EE | $2,980 | $2,491+19.6% | $2,574+15.8% | $2,241+33.0% |
| Participant deferral / active EE | $2,311 | $3,346-30.9% | $3,961-41.7% | $3,767-38.7% |
| Admin fee / account holder | $237 | $1,373-82.7% | $5,028-95.3% | $2,969-92.0% |