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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $12,855 | $58,083-77.9% | $80,019-83.9% | $56,287-77.2% |
| Participation rate | 74.5% | 73.6%+0.9pp | 75.8%-1.3pp | 69.9%+4.7pp |
| Annual return | -7.81% | 34.61%-42.4pp | 11.22%-19.0pp | -9.96%+2.1pp |
| Employer contribution / active EE | $576 | $1,932-70.2% | $2,468-76.7% | $2,111-72.7% |
| Participant deferral / active EE | $2,219 | $3,135-29.2% | $3,686-39.8% | $3,350-33.8% |
| Admin fee / account holder | $49 | $623-92.1% | $6,521-99.2% | $521-90.5% |