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).
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 | $335,069 | $65,435+412.1% | $86,677+286.6% | $66,914+400.7% |
| Participation rate | 93.4% | 75.5%+17.9pp | 76.6%+16.8pp | 69.8%+23.6pp |
| Annual return | -12.55% | -10.89%-1.7pp | 35.91%-48.5pp | 1.58%-14.1pp |
| Employer contribution / active EE | $8,735 | $2,153+305.7% | $2,836+208.0% | $2,544+243.3% |
| Participant deferral / active EE | $6,486 | $4,100+58.2% | $4,656+39.3% | $4,237+53.1% |
| Admin fee / account holder | $0 | $642-100.0% | $7,493-100.0% | $593-100.0% |