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 5-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 | $60,652 | $89,436-32.2% | $164,813-63.2% | $77,643-21.9% |
| Participation rate | 71.8% | 78.6%-6.9pp | 78.6%-6.8pp | 70.6%+1.2pp |
| Annual return | 12.93% | 28.83%-15.9pp | 69.93%-57.0pp | 31.24%-18.3pp |
| Employer contribution / active EE | $1,609 | $2,569-37.4% | $4,341-62.9% | $2,726-41.0% |
| Participant deferral / active EE | $4,491 | $4,897-8.3% | $6,031-25.5% | $4,647-3.4% |
| Admin fee / account holder | $4 | $339-98.9% | $12,690-100.0% | $430-99.1% |