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.
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 | $143,236 | $89,553+59.9% | $81,367+76.0% | $52,331+173.7% |
| Participation rate | 95.2% | 82.2%+13.0pp | 82.3%+12.9pp | 68.1%+27.1pp |
| Annual return | 2.80% | 4.41%-1.6pp | -0.92%+3.7pp | 4.54%-1.7pp |
| Employer contribution / active EE | $5,217 | $3,780+38.0% | $3,930+32.8% | $1,882+177.3% |
| Participant deferral / active EE | $4,287 | $5,359-20.0% | $5,383-20.4% | $3,022+41.9% |
| Admin fee / account holder | $19 | $1,914-99.0% | $8,926-99.8% | $592-96.8% |