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 8-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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,720 | $89,739-17.9% | $149,718-50.8% | $62,292+18.3% |
| Participation rate | 86.2% | 85.1%+1.0pp | 87.1%-0.9pp | 69.5%+16.6pp |
| Annual return | 19.72% | 21.01%-1.3pp | 1501.63%-1481.9pp | 28.90%-9.2pp |
| Employer contribution / active EE | $1,323 | $3,233-59.1% | $5,445-75.7% | $2,042-35.2% |
| Participant deferral / active EE | $4,887 | $4,797+1.9% | $6,569-25.6% | $3,169+54.2% |
| Admin fee / account holder | $0 | $551-100.0% | $11,283-100.0% | $479-100.0% |