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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $24,460 | $78,781-69.0% | $100,516-75.7% | $73,409-66.7% |
| Participation rate | 71.9% | 80.0%-8.1pp | 79.4%-7.5pp | 72.2%-0.2pp |
| Annual return | 14.49% | 31.69%-17.2pp | 30.89%-16.4pp | 59.29%-44.8pp |
| Employer contribution / active EE | $1,994 | $2,420-17.6% | $3,418-41.7% | $2,234-10.7% |
| Participant deferral / active EE | $1,306 | $6,537-80.0% | $6,270-79.2% | $3,805-65.7% |
| Admin fee / account holder | $17 | $145-88.2% | $8,081-99.8% | $158-89.1% |