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 | $30,622 | $52,639-41.8% | $185,117-83.5% | $62,292-50.8% |
| Participation rate | 91.5% | 63.9%+27.7pp | 77.3%+14.3pp | 69.5%+22.0pp |
| Annual return | 20.06% | 19.57%+0.5pp | 40.50%-20.4pp | 28.90%-8.8pp |
| Employer contribution / active EE | $1,132 | $1,483-23.7% | $4,182-72.9% | $2,042-44.6% |
| Participant deferral / active EE | $3,720 | $3,097+20.1% | $5,045-26.3% | $3,169+17.4% |
| Admin fee / account holder | $11 | $374-97.1% | $8,159-99.9% | $479-97.7% |