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 | $167,679 | $136,307+23.0% | $177,821-5.7% | $73,488+128.2% |
| Participation rate | 89.9% | 86.1%+3.8pp | 87.7%+2.2pp | 70.7%+19.2pp |
| Annual return | 26.43% | 18.68%+7.8pp | 48.32%-21.9pp | 28.51%-2.1pp |
| Employer contribution / active EE | $2,675 | $3,712-27.9% | $5,918-54.8% | $2,270+17.9% |
| Participant deferral / active EE | $5,280 | $5,829-9.4% | $7,714-31.6% | $3,740+41.2% |
| Admin fee / account holder | $0 | $596-100.0% | $12,427-100.0% | $513-100.0% |