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.
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 | $19,596 | $51,244-61.8% | $80,975-75.8% | $55,167-64.5% |
| Participation rate | 77.2% | 71.7%+5.5pp | 75.8%+1.3pp | 69.0%+8.2pp |
| Annual return | 8.22% | 17.39%-9.2pp | 17.10%-8.9pp | 169.23%-161.0pp |
| Employer contribution / active EE | $0 | $1,770-100.0% | $3,714-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,720 | $4,418-38.4% | $5,696-52.2% | $3,054-10.9% |
| Admin fee / account holder | $4 | $398-99.1% | $5,516-99.9% | $504-99.3% |