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).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $979,784 | $101,317+867.1% | $146,958+566.7% | $74,495+1215.2% |
| Participation rate | 84.1% | 75.5%+8.6pp | 82.2%+2.0pp | 67.2%+16.9pp |
| Annual return | 16.12% | 8730.91%-8714.8pp | 418.34%-402.2pp | 1364.94%-1348.8pp |
| Employer contribution / active EE | $16,149 | $3,810+323.8% | $4,933+227.4% | $2,623+515.7% |
| Participant deferral / active EE | $14,528 | $7,303+98.9% | $8,070+80.0% | $4,346+234.3% |
| Admin fee / account holder | $0 | $1,739-100.0% | $12,998-100.0% | $1,942-100.0% |