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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,048 | $81,900-87.7% | $119,609-91.6% | $68,494-85.3% |
| Participation rate | 73.8% | 71.9%+1.9pp | 79.3%-5.5pp | 67.9%+5.9pp |
| Annual return | -17.31% | -23.82%+6.5pp | -14.97%-2.3pp | -7.84%-9.5pp |
| Employer contribution / active EE | $546 | $2,693-79.7% | $4,232-87.1% | $2,596-79.0% |
| Participant deferral / active EE | $2,262 | $4,148-45.5% | $5,602-59.6% | $4,027-43.8% |
| Admin fee / account holder | $60 | $6,582-99.1% | $10,323-99.4% | $5,403-98.9% |