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 | $76,229 | $110,699-31.1% | $177,821-57.1% | $90,288-15.6% |
| Participation rate | 80.4% | 88.3%-8.0pp | 87.7%-7.3pp | 73.4%+7.0pp |
| Annual return | 20.02% | 22.79%-2.8pp | 48.32%-28.3pp | 53.97%-34.0pp |
| Employer contribution / active EE | $3,187 | $4,118-22.6% | $5,918-46.2% | $2,524+26.2% |
| Participant deferral / active EE | $7,476 | $6,731+11.1% | $7,714-3.1% | $4,232+76.7% |
| Admin fee / account holder | $38 | $90-58.1% | $12,427-99.7% | $114-66.9% |