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 | $69,587 | $66,302+5.0% | $110,238-36.9% | $56,287+23.6% |
| Participation rate | 90.8% | 74.9%+15.8pp | 79.8%+10.9pp | 69.9%+20.9pp |
| Annual return | 13.15% | -1.18%+14.3pp | 314.74%-301.6pp | -9.96%+23.1pp |
| Employer contribution / active EE | $1,543 | $2,047-24.6% | $3,826-59.7% | $2,111-26.9% |
| Participant deferral / active EE | $4,130 | $3,381+22.2% | $4,672-11.6% | $3,350+23.3% |
| Admin fee / account holder | $4 | $698-99.4% | $8,547-100.0% | $521-99.2% |