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 8-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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,271 | $82,664-73.1% | $125,339-82.2% | $68,494-67.5% |
| Participation rate | 95.3% | 75.0%+20.3pp | 82.4%+13.0pp | 67.9%+27.5pp |
| Annual return | -5.62% | -5.97%+0.3pp | 572.05%-577.7pp | -7.84%+2.2pp |
| Employer contribution / active EE | $2,276 | $3,381-32.7% | $4,814-52.7% | $2,596-12.4% |
| Participant deferral / active EE | $6,445 | $6,110+5.5% | $7,446-13.4% | $4,027+60.0% |
| Admin fee / account holder | $30 | $6,275-99.5% | $10,010-99.7% | $5,403-99.4% |