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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,400 | $53,165-14.6% | $86,188-47.3% | $74,419-39.0% |
| Participation rate | 85.9% | 64.9%+21.1pp | 69.0%+17.0pp | 70.7%+15.2pp |
| Annual return | 14.87% | 22.64%-7.8pp | 1168.45%-1153.6pp | 34.38%-19.5pp |
| Employer contribution / active EE | $0 | $1,210-100.0% | $2,380-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $1,379 | $3,234-57.4% | $3,985-65.4% | $4,528-69.5% |
| Admin fee / account holder | $210 | $551-61.9% | $6,852-96.9% | $348-39.7% |