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.
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 | $34,775 | $65,557-47.0% | $105,738-67.1% | $56,287-38.2% |
| Participation rate | 75.8% | 63.4%+12.4pp | 76.3%-0.5pp | 69.9%+6.0pp |
| Annual return | -6.39% | -1.32%-5.1pp | 6.27%-12.7pp | -9.96%+3.6pp |
| Employer contribution / active EE | $1,599 | $1,788-10.6% | $3,268-51.1% | $2,111-24.2% |
| Participant deferral / active EE | $2,487 | $2,418+2.8% | $4,080-39.1% | $3,350-25.8% |
| Admin fee / account holder | $7 | $561-98.7% | $6,913-99.9% | $521-98.6% |