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 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 | $99,390 | $79,519+25.0% | $95,952+3.6% | $73,409+35.4% |
| Participation rate | 97.8% | 81.2%+16.6pp | 77.1%+20.7pp | 72.2%+25.6pp |
| Annual return | 12.75% | 19.20%-6.4pp | 91.61%-78.9pp | 59.29%-46.5pp |
| Employer contribution / active EE | $1,868 | $2,048-8.8% | $2,541-26.5% | $2,234-16.4% |
| Participant deferral / active EE | $4,587 | $4,138+10.9% | $4,167+10.1% | $3,805+20.6% |
| Admin fee / account holder | $186 | $184+1.1% | $6,795-97.3% | $158+18.0% |