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 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 | $17,922 | $39,458-54.6% | $60,547-70.4% | $55,191-67.5% |
| Participation rate | 94.2% | 59.6%+34.6pp | 68.0%+26.3pp | 69.2%+25.1pp |
| Annual return | -0.20% | 3.35%-3.6pp | 335.64%-335.8pp | 10.78%-11.0pp |
| Employer contribution / active EE | $816 | $1,210-32.5% | $2,419-66.3% | $1,899-57.0% |
| Participant deferral / active EE | $2,277 | $2,140+6.4% | $3,328-31.6% | $3,046-25.3% |
| Admin fee / account holder | $15 | $95-84.2% | $4,536-99.7% | $91-83.5% |