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 9-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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,183 | $91,407-19.9% | $135,903-46.2% | $71,457+2.4% |
| Participation rate | 98.1% | 75.7%+22.4pp | 81.9%+16.2pp | 67.9%+30.1pp |
| Annual return | 22.47% | 29.90%-7.4pp | 68.23%-45.8pp | 28.85%-6.4pp |
| Employer contribution / active EE | $8,697 | $3,703+134.8% | $4,856+79.1% | $2,588+236.1% |
| Participant deferral / active EE | $17,395 | $7,092+145.3% | $7,758+124.2% | $4,289+305.6% |
| Admin fee / account holder | $7 | $1,266-99.4% | $10,762-99.9% | $1,587-99.5% |