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 | $73,430 | $79,523-7.7% | $140,016-47.6% | $56,287+30.5% |
| Participation rate | 88.6% | 85.7%+2.9pp | 87.5%+1.1pp | 69.9%+18.8pp |
| Annual return | -3.29% | 2.39%-5.7pp | 651.12%-654.4pp | -9.96%+6.7pp |
| Employer contribution / active EE | $1,754 | $3,350-47.6% | $5,606-68.7% | $2,111-16.9% |
| Participant deferral / active EE | $5,318 | $5,129+3.7% | $6,927-23.2% | $3,350+58.8% |
| Admin fee / account holder | $2 | $614-99.7% | $10,705-100.0% | $521-99.6% |