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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $43,789 | $47,977-8.7% | $154,107-71.6% | $56,287-22.2% |
| Participation rate | 100.0% | 66.2%+33.8pp | 83.0%+17.0pp | 69.9%+30.1pp |
| Annual return | -7.85% | 3.54%-11.4pp | 735.12%-743.0pp | -9.96%+2.1pp |
| Employer contribution / active EE | $2,687 | $2,169+23.9% | $5,298-49.3% | $2,111+27.3% |
| Participant deferral / active EE | $2,975 | $2,392+24.4% | $5,081-41.4% | $3,350-11.2% |
| Admin fee / account holder | $10 | $438-97.7% | $13,411-99.9% | $521-98.1% |