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 9-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.
Participant 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 | $8,895 | $82,664-89.2% | $125,339-92.9% | $68,494-87.0% |
| Participation rate | 91.0% | 75.0%+16.0pp | 82.4%+8.6pp | 67.9%+23.1pp |
| Annual return | -16.96% | -5.97%-11.0pp | 572.05%-589.0pp | -7.84%-9.1pp |
| Employer contribution / active EE | $1,070 | $3,381-68.4% | $4,814-77.8% | $2,596-58.8% |
| Participant deferral / active EE | $2,166 | $6,110-64.6% | $7,446-70.9% | $4,027-46.2% |
| Admin fee / account holder | $18 | $6,275-99.7% | $10,010-99.8% | $5,403-99.7% |