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.
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 | $132,004 | $98,982+33.4% | $162,163-18.6% | $65,185+102.5% |
| Participation rate | 87.2% | 85.8%+1.4pp | 87.6%-0.4pp | 70.2%+17.0pp |
| Annual return | 30.72% | 24.84%+5.9pp | 115.59%-84.9pp | 29.38%+1.3pp |
| Employer contribution / active EE | $2,355 | $3,467-32.1% | $5,614-58.0% | $2,177+8.2% |
| Participant deferral / active EE | $4,692 | $5,384-12.9% | $7,298-35.7% | $3,514+33.5% |
| Admin fee / account holder | $0 | $596-100.0% | $10,843-100.0% | $847-100.0% |