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.
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 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 | $26,487 | $78,781-66.4% | $100,516-73.6% | $73,409-63.9% |
| Participation rate | 91.8% | 80.0%+11.7pp | 79.4%+12.4pp | 72.2%+19.6pp |
| Annual return | 31.85% | 31.69%+0.2pp | 30.89%+1.0pp | 59.29%-27.4pp |
| Employer contribution / active EE | $3,286 | $2,420+35.8% | $3,418-3.9% | $2,234+47.1% |
| Participant deferral / active EE | $5,889 | $6,537-9.9% | $6,270-6.1% | $3,805+54.8% |
| Admin fee / account holder | $6 | $145-95.7% | $8,081-99.9% | $158-96.0% |