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 9-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 | $39,127 | $82,202-52.4% | $125,339-68.8% | $64,808-39.6% |
| Participation rate | 90.0% | 77.9%+12.1pp | 82.4%+7.6pp | 71.5%+18.6pp |
| Annual return | -11.41% | 3.48%-14.9pp | 572.05%-583.5pp | 32.82%-44.2pp |
| Employer contribution / active EE | $2,649 | $3,615-26.7% | $4,814-45.0% | $2,506+5.7% |
| Participant deferral / active EE | $6,991 | $7,175-2.6% | $7,446-6.1% | $4,310+62.2% |
| Admin fee / account holder | $150 | $163-8.2% | $10,010-98.5% | $188-20.2% |