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.
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 | $11,818 | $76,050-84.5% | $96,544-87.8% | $71,457-83.5% |
| Participation rate | 89.9% | 74.4%+15.4pp | 76.0%+13.9pp | 67.9%+21.9pp |
| Annual return | 17.93% | 22.81%-4.9pp | 25.84%-7.9pp | 28.85%-10.9pp |
| Employer contribution / active EE | $1,822 | $2,244-18.8% | $2,965-38.6% | $2,588-29.6% |
| Participant deferral / active EE | $3,698 | $4,215-12.3% | $4,851-23.8% | $4,289-13.8% |
| Admin fee / account holder | $7 | $2,707-99.7% | $8,252-99.9% | $1,587-99.5% |