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 7-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.
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 | $22,468 | $69,477-67.7% | $94,646-76.3% | $71,457-68.6% |
| Participation rate | 88.3% | 78.4%+9.9pp | 80.8%+7.5pp | 67.9%+20.4pp |
| Annual return | 40.80% | 29.66%+11.1pp | 156.71%-115.9pp | 28.85%+12.0pp |
| Employer contribution / active EE | $0 | $2,853-100.0% | $3,672-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $10,383 | $7,345+41.4% | $7,418+40.0% | $4,289+142.1% |
| Admin fee / account holder | $18 | $1,210-98.5% | $7,231-99.8% | $1,587-98.9% |