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 7-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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,665 | $58,320-59.4% | $86,436-72.6% | $66,914-64.6% |
| Participation rate | 96.2% | 78.6%+17.6pp | 80.3%+15.8pp | 69.8%+26.4pp |
| Annual return | 9.15% | -9.71%+18.9pp | 4394.89%-4385.7pp | 1.58%+7.6pp |
| Employer contribution / active EE | $6,725 | $2,615+157.1% | $3,769+78.5% | $2,544+164.3% |
| Participant deferral / active EE | $12,549 | $6,899+81.9% | $6,952+80.5% | $4,237+196.2% |
| Admin fee / account holder | $17 | $546-96.9% | $6,731-99.7% | $593-97.1% |