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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $43,908 | $63,355-30.7% | $91,989-52.3% | $72,985-39.8% |
| Participation rate | 79.8% | 72.5%+7.3pp | 78.6%+1.1pp | 69.5%+10.3pp |
| Annual return | 22.18% | 35.35%-13.2pp | 69.02%-46.8pp | 81.00%-58.8pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,452-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,303 | $4,883-32.4% | $5,923-44.2% | $3,607-8.4% |
| Admin fee / account holder | $10 | $4,668-99.8% | $7,743-99.9% | $5,124-99.8% |