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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $13,265 | $55,415-76.1% | $155,509-91.5% | $74,495-82.2% |
| Participation rate | 92.4% | 61.9%+30.5pp | 78.2%+14.3pp | 67.2%+25.2pp |
| Annual return | 11.96% | 268.50%-256.5pp | 64.67%-52.7pp | 1364.94%-1353.0pp |
| Employer contribution / active EE | $1,676 | $2,267-26.1% | $4,672-64.1% | $2,623-36.1% |
| Participant deferral / active EE | $501 | $2,836-82.4% | $5,626-91.1% | $4,346-88.5% |
| Admin fee / account holder | $10 | $1,738-99.4% | $15,912-99.9% | $1,942-99.5% |