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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,660 | $81,208-72.1% | $98,907-77.1% | $79,858-71.6% |
| Participation rate | 87.7% | 72.5%+15.1pp | 76.0%+11.6pp | 69.6%+18.0pp |
| Annual return | 19.53% | 60.99%-41.5pp | 196.43%-176.9pp | 31.71%-12.2pp |
| Employer contribution / active EE | $909 | $1,960-53.6% | $2,689-66.2% | $2,471-63.2% |
| Participant deferral / active EE | $2,965 | $3,265-9.2% | $4,244-30.1% | $3,740-20.7% |
| Admin fee / account holder | $63 | $6,013-99.0% | $6,642-99.0% | $5,306-98.8% |