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 | $39,499 | $93,571-57.8% | $135,903-70.9% | $75,163-47.4% |
| Participation rate | 96.0% | 75.2%+20.8pp | 81.9%+14.1pp | 67.2%+28.8pp |
| Annual return | 19.70% | 30.90%-11.2pp | 68.23%-48.5pp | 160.62%-140.9pp |
| Employer contribution / active EE | $2,919 | $3,537-17.5% | $4,856-39.9% | $2,670+9.3% |
| Participant deferral / active EE | $6,778 | $6,404+5.8% | $7,758-12.6% | $4,125+64.3% |
| Admin fee / account holder | $39 | $6,975-99.4% | $10,762-99.6% | $5,651-99.3% |