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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,758 | $63,299-62.5% | $91,001-73.9% | $62,292-61.9% |
| Participation rate | 84.5% | 73.3%+11.2pp | 75.6%+8.9pp | 69.5%+15.0pp |
| Annual return | 13.46% | 20.99%-7.5pp | 4.60%+8.9pp | 28.90%-15.4pp |
| Employer contribution / active EE | $0 | $1,807-100.0% | $2,456-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,891 | $2,943-1.7% | $3,547-18.5% | $3,169-8.8% |
| Admin fee / account holder | $20 | $468-95.7% | $5,417-99.6% | $479-95.8% |