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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $45,008 | $109,881-59.0% | $150,045-70.0% | $84,808-46.9% |
| Participation rate | 90.8% | 76.1%+14.7pp | 82.3%+8.5pp | 68.3%+22.5pp |
| Annual return | 19.77% | 28.25%-8.5pp | 62.55%-42.8pp | 40.90%-21.1pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $11,402 | $6,636+71.8% | $7,997+42.6% | $4,212+170.7% |
| Admin fee / account holder | $51 | $8,568-99.4% | $13,435-99.6% | $7,344-99.3% |