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 6-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 | $61,054 | $79,700-23.4% | $153,485-60.2% | $74,495-18.0% |
| Participation rate | 96.6% | 69.8%+26.7pp | 77.1%+19.5pp | 67.2%+29.4pp |
| Annual return | 15.71% | 15.07%+0.6pp | 15.65%+0.1pp | 1364.94%-1349.2pp |
| Employer contribution / active EE | $7,819 | $4,016+94.7% | $5,039+55.2% | $2,623+198.1% |
| Participant deferral / active EE | $10,422 | $5,315+96.1% | $6,757+54.2% | $4,346+139.8% |
| Admin fee / account holder | $234 | $1,790-86.9% | $12,724-98.2% | $1,942-87.9% |