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.
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 | $84,012 | $73,102+14.9% | $123,544-32.0% | $56,287+49.3% |
| Participation rate | 82.3% | 74.3%+8.0pp | 82.3%0pp | 69.9%+12.4pp |
| Annual return | -7.43% | 3.01%-10.4pp | 119.20%-126.6pp | -9.96%+2.5pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $8,386 | $5,423+54.6% | $6,426+30.5% | $3,350+150.3% |
| Admin fee / account holder | $7 | $554-98.8% | $9,284-99.9% | $521-98.7% |