See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
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 | $70,678 | $82,202-14.0% | $125,339-43.6% | $64,808+9.1% |
| Participation rate | 86.8% | 77.9%+9.0pp | 82.4%+4.5pp | 71.5%+15.4pp |
| Annual return | -15.58% | 3.48%-19.1pp | 572.05%-587.6pp | 32.82%-48.4pp |
| Employer contribution / active EE | $4,328 | $3,615+19.7% | $4,814-10.1% | $2,506+72.7% |
| Participant deferral / active EE | $8,263 | $7,175+15.2% | $7,446+11.0% | $4,310+91.7% |
| Admin fee / account holder | $8 | $163-95.2% | $10,010-99.9% | $188-95.8% |