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 | $11,004 | $63,299-82.6% | $91,001-87.9% | $62,292-82.3% |
| Participation rate | 74.8% | 73.3%+1.4pp | 75.6%-0.8pp | 69.5%+5.2pp |
| Annual return | 32.94% | 20.99%+11.9pp | 4.60%+28.3pp | 28.90%+4.0pp |
| Employer contribution / active EE | $727 | $1,807-59.8% | $2,456-70.4% | $2,042-64.4% |
| Participant deferral / active EE | $2,216 | $2,943-24.7% | $3,547-37.5% | $3,169-30.1% |
| Admin fee / account holder | $73 | $468-84.4% | $5,417-98.6% | $479-84.7% |