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 | $87,246 | $98,982-11.9% | $162,163-46.2% | $65,185+33.8% |
| Participation rate | 92.6% | 85.8%+6.8pp | 87.6%+5.0pp | 70.2%+22.4pp |
| Annual return | 24.73% | 24.84%-0.1pp | 115.59%-90.9pp | 29.38%-4.6pp |
| Employer contribution / active EE | $1,851 | $3,467-46.6% | $5,614-67.0% | $2,177-15.0% |
| Participant deferral / active EE | $6,044 | $5,384+12.2% | $7,298-17.2% | $3,514+72.0% |
| Admin fee / account holder | $3 | $596-99.5% | $10,843-100.0% | $847-99.7% |