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 8-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 | $16,428 | $66,813-75.4% | $100,516-83.7% | $73,488-77.6% |
| Participation rate | 90.9% | 77.5%+13.4pp | 79.4%+11.5pp | 70.7%+20.2pp |
| Annual return | 37.95% | 25.70%+12.3pp | 30.89%+7.1pp | 28.51%+9.4pp |
| Employer contribution / active EE | $0 | $2,147-100.0% | $3,418-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $7,928 | $5,883+34.8% | $6,270+26.4% | $3,740+112.0% |
| Admin fee / account holder | $13 | $512-97.5% | $8,081-99.8% | $513-97.5% |