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.
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 | $43,843 | $79,171-44.6% | $102,423-57.2% | $74,495-41.1% |
| Participation rate | 71.9% | 74.8%-2.9pp | 76.5%-4.6pp | 67.2%+4.7pp |
| Annual return | 13.16% | 54.93%-41.8pp | 29.32%-16.2pp | 1364.94%-1351.8pp |
| Employer contribution / active EE | $1,789 | $2,362-24.3% | $3,023-40.8% | $2,623-31.8% |
| Participant deferral / active EE | $2,631 | $4,415-40.4% | $5,053-47.9% | $4,346-39.5% |
| Admin fee / account holder | $89 | $2,001-95.6% | $9,451-99.1% | $1,942-95.4% |