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 | $76,097 | $58,083+31.0% | $80,019-4.9% | $56,287+35.2% |
| Participation rate | 86.2% | 73.6%+12.6pp | 75.8%+10.3pp | 69.9%+16.3pp |
| Annual return | -3.94% | 34.61%-38.6pp | 11.22%-15.2pp | -9.96%+6.0pp |
| Employer contribution / active EE | $525 | $1,932-72.8% | $2,468-78.7% | $2,111-75.1% |
| Participant deferral / active EE | $4,177 | $3,135+33.2% | $3,686+13.3% | $3,350+24.7% |
| Admin fee / account holder | $194 | $623-68.8% | $6,521-97.0% | $521-62.7% |