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 | $23,729 | $89,652-73.5% | $141,162-83.2% | $65,185-63.6% |
| Participation rate | 91.7% | 74.7%+17.0pp | 82.5%+9.2pp | 70.2%+21.5pp |
| Annual return | 29.48% | 32.79%-3.3pp | 71.39%-41.9pp | 29.38%+0.1pp |
| Employer contribution / active EE | $1,777 | $3,065-42.0% | $4,735-62.5% | $2,177-18.4% |
| Participant deferral / active EE | $5,415 | $5,691-4.9% | $6,709-19.3% | $3,514+54.1% |
| Admin fee / account holder | $10 | $569-98.2% | $10,261-99.9% | $847-98.8% |