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.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $397,016 | $99,957+297.2% | $149,696+165.2% | $73,488+440.2% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.5%+17.5pp | 70.7%+29.3pp |
| Annual return | 13.39% | 53.87%-40.5pp | 276.60%-263.2pp | 28.51%-15.1pp |
| Employer contribution / active EE | $19,772 | $3,191+519.6% | $4,644+325.7% | $2,270+771.0% |
| Participant deferral / active EE | $7,995 | $6,073+31.7% | $6,842+16.9% | $3,740+113.8% |
| Admin fee / account holder | $76 | $551-86.2% | $9,309-99.2% | $513-85.1% |