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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $67,857 | $122,239-44.5% | $184,203-63.2% | $74,495-8.9% |
| Participation rate | 100.0% | 85.5%+14.5pp | 86.8%+13.2pp | 67.2%+32.8pp |
| Annual return | 16.96% | 19.95%-3.0pp | 28.81%-11.9pp | 1364.94%-1348.0pp |
| Employer contribution / active EE | $1,248 | $4,537-72.5% | $6,427-80.6% | $2,623-52.4% |
| Participant deferral / active EE | $4,475 | $7,139-37.3% | $9,131-51.0% | $4,346+3.0% |
| Admin fee / account holder | $0 | $1,260-100.0% | $13,901-100.0% | $1,942-100.0% |