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 | $28,846 | $46,732-38.3% | $156,549-81.6% | $55,167-47.7% |
| Participation rate | 94.2% | 65.8%+28.4pp | 84.0%+10.2pp | 69.0%+25.2pp |
| Annual return | 8.07% | 17.72%-9.6pp | 32.23%-24.2pp | 169.23%-161.2pp |
| Employer contribution / active EE | $1,440 | $2,105-31.6% | $5,501-73.8% | $1,963-26.7% |
| Participant deferral / active EE | $1,802 | $2,204-18.2% | $4,871-63.0% | $3,054-41.0% |
| Admin fee / account holder | $0 | $418-100.0% | $13,027-100.0% | $504-100.0% |