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 | $46,913 | $50,666-7.4% | $76,817-38.9% | $65,185-28.0% |
| Participation rate | 80.3% | 68.8%+11.5pp | 72.1%+8.2pp | 70.2%+10.1pp |
| Annual return | 22.35% | 28.51%-6.2pp | 1166.11%-1143.8pp | 29.38%-7.0pp |
| Employer contribution / active EE | $357 | $1,575-77.3% | $2,302-84.5% | $2,177-83.6% |
| Participant deferral / active EE | $2,049 | $2,647-22.6% | $3,336-38.6% | $3,514-41.7% |
| Admin fee / account holder | $11 | $463-97.5% | $6,420-99.8% | $847-98.7% |