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 | $49,420 | $54,193-8.8% | $93,606-47.2% | $77,643-36.3% |
| Participation rate | 82.8% | 63.9%+18.9pp | 68.7%+14.1pp | 70.6%+12.2pp |
| Annual return | 11.98% | 30.54%-18.6pp | 133.20%-121.2pp | 31.24%-19.3pp |
| Employer contribution / active EE | $0 | $1,168-100.0% | $2,420-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $1,410 | $3,144-55.1% | $4,411-68.0% | $4,647-69.7% |
| Admin fee / account holder | $219 | $576-62.0% | $8,285-97.4% | $430-49.2% |