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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,368 | $51,466-29.3% | $78,778-53.8% | $62,292-41.6% |
| Participation rate | 73.3% | 59.8%+13.5pp | 69.2%+4.1pp | 69.5%+3.8pp |
| Annual return | 18.30% | 19.96%-1.7pp | 35.62%-17.3pp | 28.90%-10.6pp |
| Employer contribution / active EE | $352 | $827-57.5% | $1,986-82.3% | $2,042-82.8% |
| Participant deferral / active EE | $2,330 | $2,147+8.5% | $2,958-21.3% | $3,169-26.5% |
| Admin fee / account holder | $2 | $489-99.5% | $5,134-100.0% | $479-99.5% |