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 7-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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,742 | $65,435-83.6% | $86,677-87.6% | $66,914-83.9% |
| Participation rate | 95.8% | 75.5%+20.4pp | 76.6%+19.3pp | 69.8%+26.0pp |
| Annual return | -3.95% | -10.89%+6.9pp | 35.91%-39.9pp | 1.58%-5.5pp |
| Employer contribution / active EE | $0 | $2,153-100.0% | $2,836-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $8,338 | $4,100+103.3% | $4,656+79.1% | $4,237+96.8% |
| Admin fee / account holder | $12 | $642-98.2% | $7,493-99.8% | $593-98.0% |