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 | $19,783 | $82,664-76.1% | $125,339-84.2% | $68,494-71.1% |
| Participation rate | 85.5% | 75.0%+10.5pp | 82.4%+3.2pp | 67.9%+17.6pp |
| Annual return | -15.24% | -5.97%-9.3pp | 572.05%-587.3pp | -7.84%-7.4pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $13,025 | $6,110+113.2% | $7,446+74.9% | $4,027+223.4% |
| Admin fee / account holder | $20 | $6,275-99.7% | $10,010-99.8% | $5,403-99.6% |