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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,322 | $53,127-48.6% | $86,590-68.4% | $70,131-61.0% |
| Participation rate | 92.4% | 65.3%+27.1pp | 73.5%+18.8pp | 69.5%+22.9pp |
| Annual return | 31.65% | 27.66%+4.0pp | 964.84%-933.2pp | 73.14%-41.5pp |
| Employer contribution / active EE | $2,456 | $2,068+18.8% | $2,839-13.5% | $2,342+4.9% |
| Participant deferral / active EE | $4,856 | $2,696+80.1% | $3,609+34.6% | $3,332+45.8% |
| Admin fee / account holder | $86 | $3,585-97.6% | $4,906-98.3% | $4,645-98.2% |