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 | $8,079 | $73,867-89.1% | $143,757-94.4% | $68,494-88.2% |
| Participation rate | 70.8% | 66.7%+4.1pp | 80.3%-9.5pp | 67.9%+2.9pp |
| Annual return | -18.73% | 1.01%-19.7pp | -0.04%-18.7pp | -7.84%-10.9pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,959 | $3,384-12.6% | $5,637-47.5% | $4,027-26.5% |
| Admin fee / account holder | $115 | $5,755-98.0% | $14,673-99.2% | $5,403-97.9% |