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 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 | $29,275 | $50,898-42.5% | $171,082-82.9% | $55,167-46.9% |
| Participation rate | 87.5% | 63.3%+24.2pp | 76.7%+10.8pp | 69.0%+18.5pp |
| Annual return | 8.30% | 15.34%-7.0pp | 32.56%-24.3pp | 169.23%-160.9pp |
| Employer contribution / active EE | $985 | $1,433-31.3% | $4,002-75.4% | $1,963-49.8% |
| Participant deferral / active EE | $3,527 | $2,994+17.8% | $4,797-26.5% | $3,054+15.5% |
| Admin fee / account holder | $8 | $500-98.3% | $8,520-99.9% | $504-98.4% |