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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,216 | $50,958+73.1% | $74,550+18.3% | $64,186+37.4% |
| Participation rate | 73.1% | 61.1%+12.1pp | 69.1%+4.0pp | 69.6%+3.6pp |
| Annual return | 15.52% | -1.86%+17.4pp | 32.53%-17.0pp | 7.63%+7.9pp |
| Employer contribution / active EE | $507 | $1,115-54.6% | $1,961-74.2% | $2,381-78.7% |
| Participant deferral / active EE | $2,022 | $2,301-12.1% | $3,108-34.9% | $3,470-41.7% |
| Admin fee / account holder | $58 | $4,223-98.6% | $5,060-98.9% | $4,888-98.8% |