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 | $55,582 | $65,435-15.1% | $86,677-35.9% | $66,914-16.9% |
| Participation rate | 76.8% | 75.5%+1.4pp | 76.6%+0.3pp | 69.8%+7.0pp |
| Annual return | -14.19% | -10.89%-3.3pp | 35.91%-50.1pp | 1.58%-15.8pp |
| Employer contribution / active EE | $502 | $2,153-76.7% | $2,836-82.3% | $2,544-80.3% |
| Participant deferral / active EE | $5,018 | $4,100+22.4% | $4,656+7.8% | $4,237+18.4% |
| Admin fee / account holder | $14 | $642-97.9% | $7,493-99.8% | $593-97.7% |