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 | $47,730 | $63,905-25.3% | $74,183-35.7% | $57,658-17.2% |
| Participation rate | 89.5% | 79.8%+9.7pp | 76.6%+12.9pp | 70.2%+19.3pp |
| Annual return | 59.39% | 60.60%-1.2pp | 17.74%+41.7pp | 5.13%+54.3pp |
| Employer contribution / active EE | $1,804 | $1,840-2.0% | $2,370-23.9% | $1,974-8.6% |
| Participant deferral / active EE | $4,411 | $3,448+27.9% | $3,550+24.3% | $3,061+44.1% |
| Admin fee / account holder | $0 | $91-100.0% | $5,586-100.0% | $95-100.0% |