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 | $37,952 | $85,202-55.5% | $172,739-78.0% | $72,985-48.0% |
| Participation rate | 81.9% | 70.1%+11.9pp | 82.6%-0.7pp | 69.5%+12.4pp |
| Annual return | 3.50% | 27.32%-23.8pp | 802.84%-799.3pp | 81.00%-77.5pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,143-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,395 | $3,260+34.8% | $5,198-15.4% | $3,607+21.8% |
| Admin fee / account holder | $23 | $5,884-99.6% | $13,954-99.8% | $5,124-99.6% |