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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $120,397 | $98,750+21.9% | $149,696-19.6% | $79,858+50.8% |
| Participation rate | 87.1% | 75.8%+11.3pp | 82.5%+4.6pp | 69.6%+17.4pp |
| Annual return | 16.52% | 27.43%-10.9pp | 276.60%-260.1pp | 31.71%-15.2pp |
| Employer contribution / active EE | $2,020 | $3,216-37.2% | $4,644-56.5% | $2,471-18.3% |
| Participant deferral / active EE | $6,805 | $5,680+19.8% | $6,842-0.5% | $3,740+81.9% |
| Admin fee / account holder | $24 | $6,053-99.6% | $9,309-99.7% | $5,306-99.5% |