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 | $59,837 | $51,197+16.9% | $82,719-27.7% | $66,914-10.6% |
| Participation rate | 84.7% | 67.8%+16.9pp | 72.6%+12.1pp | 69.8%+14.9pp |
| Annual return | -15.89% | -9.64%-6.3pp | 701.18%-717.1pp | 1.58%-17.5pp |
| Employer contribution / active EE | $3,009 | $2,611+15.2% | $3,0090% | $2,544+18.3% |
| Participant deferral / active EE | $8,065 | $3,458+133.2% | $4,395+83.5% | $4,237+90.4% |
| Admin fee / account holder | $0 | $416-100.0% | $5,329-100.0% | $593-100.0% |