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 | $45,349 | $50,815-10.8% | $155,509-70.8% | $77,643-41.6% |
| Participation rate | 94.8% | 63.1%+31.7pp | 78.2%+16.7pp | 70.6%+24.3pp |
| Annual return | 11.72% | 34.80%-23.1pp | 64.67%-52.9pp | 31.24%-19.5pp |
| Employer contribution / active EE | $1,236 | $1,993-38.0% | $4,672-73.6% | $2,726-54.7% |
| Participant deferral / active EE | $3,688 | $2,822+30.7% | $5,626-34.5% | $4,647-20.6% |
| Admin fee / account holder | $230 | $437-47.4% | $15,912-98.6% | $430-46.6% |