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 | $150,815 | $65,365+130.7% | $92,893+62.4% | $72,985+106.6% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 2.70% | 42.10%-39.4pp | 109.41%-106.7pp | 81.00%-78.3pp |
| Employer contribution / active EE | $2,106 | $2,594-18.8% | $3,653-42.3% | $2,440-13.7% |
| Participant deferral / active EE | $6,738 | $3,128+115.4% | $4,236+59.1% | $3,607+86.8% |
| Admin fee / account holder | $50 | $4,251-98.8% | $5,794-99.1% | $5,124-99.0% |