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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,665 | $70,667+12.7% | $123,104-35.3% | $52,331+52.2% |
| Participation rate | 89.4% | 83.7%+5.7pp | 86.8%+2.7pp | 68.1%+21.3pp |
| Annual return | 8.72% | 6.23%+2.5pp | 13.22%-4.5pp | 4.54%+4.2pp |
| Employer contribution / active EE | $991 | $2,946-66.4% | $5,151-80.8% | $1,882-47.4% |
| Participant deferral / active EE | $4,105 | $4,493-8.6% | $6,230-34.1% | $3,022+35.8% |
| Admin fee / account holder | $0 | $506-100.0% | $9,015-100.0% | $592-100.0% |