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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,944 | $87,870-83.0% | $113,168-86.8% | $74,304-79.9% |
| Participation rate | 95.5% | 70.7%+24.7pp | 76.6%+18.9pp | 60.3%+35.1pp |
| Annual return | 53.37% | 26.44%+26.9pp | 24.27%+29.1pp | 29.43%+23.9pp |
| Employer contribution / active EE | $2,112 | $2,277-7.2% | $2,975-29.0% | $2,241-5.8% |
| Participant deferral / active EE | $3,581 | $4,241-15.6% | $5,107-29.9% | $3,767-4.9% |
| Admin fee / account holder | $23 | $3,368-99.3% | $12,068-99.8% | $2,969-99.2% |