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 10-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.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,504 | $71,192+45.4% | $117,854-12.2% | $62,292+66.2% |
| Participation rate | 75.2% | 74.2%+1.0pp | 79.7%-4.4pp | 69.5%+5.7pp |
| Annual return | 10.66% | 18.66%-8.0pp | 335.08%-324.4pp | 28.90%-18.2pp |
| Employer contribution / active EE | $2,001 | $1,934+3.5% | $3,786-47.1% | $2,042-2.0% |
| Participant deferral / active EE | $3,497 | $3,189+9.7% | $4,482-22.0% | $3,169+10.3% |
| Admin fee / account holder | $29 | $587-95.0% | $8,020-99.6% | $479-93.9% |