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 3-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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $39,662 | $77,503-48.8% | $100,391-60.5% | $80,856-50.9% |
| Participation rate | 85.7% | 76.9%+8.8pp | 81.5%+4.2pp | 67.6%+18.1pp |
| Annual return | 16.34% | 37.20%-20.9pp | 49.20%-32.9pp | 35.59%-19.3pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $12,969 | $6,820+90.2% | $8,082+60.5% | $4,296+201.9% |
| Admin fee / account holder | $80 | $5,897-98.6% | $7,899-99.0% | $6,918-98.8% |