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 | $59,991 | $48,230+24.4% | $67,502-11.1% | $80,856-25.8% |
| Participation rate | 80.9% | 66.4%+14.5pp | 72.9%+8.0pp | 67.6%+13.2pp |
| Annual return | 11.56% | 18.28%-6.7pp | 3512.12%-3500.6pp | 35.59%-24.0pp |
| Employer contribution / active EE | $1,689 | $2,020-16.4% | $2,731-38.2% | $2,755-38.7% |
| Participant deferral / active EE | $2,298 | $2,924-21.4% | $4,000-42.6% | $4,296-46.5% |
| Admin fee / account holder | $0 | $3,681-100.0% | $3,998-100.0% | $6,918-100.0% |