Beyond scalar invariance: Evaluating the validity of person-level score comparisons [Author Accepted Manuscript]

Scalar invariance is widely regarded as essential for comparing test score means across groups. However, it is less clear when test scores can be meaningfully compared at the individual level — specifically, whether individuals from different groups who share the same observed score have the same expected value of the latent trait. I show that scalar invariance alone is insufficient for meaningful person-level comparisons based on sum scores. In addition to scalar invariance, person comparison invariance requires equality of latent variable means and omega coefficients across groups. Nevertheless, non-invariance effects can be relatively small if the omega coefficients are high and similar in magnitude across groups. I relate person comparison invariance to predictive invariance and provide R code to test person comparison invariance and to visualise the effects of non-invariance.

Authors

Publication Details

Journal
Psychology Archives
Published
2026-02-17
DOI
https://doi.org/10.23668/psycharchives.21667
Primary Topic
Psychometric Methodologies and Testing
Type
article
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article

Beyond scalar invariance: Evaluating the validity of person-level score comparisons [Author Accepted Manuscript]

Gregor Sočan
Psychology Archives
Psychometric Methodologies and Testing
article

Beyond scalar invariance: Evaluating the validity of person-level score comparisons [Author Accepted Manuscript]

Gregor Sočan
article en

Abstract

Scalar invariance is widely regarded as essential for comparing test score means across groups. However, it is less clear when test scores can be meaningfully compared at the individual level — specifically, whether individuals from different groups who share the same observed score have the same expected value of the latent trait. I show that scalar invariance alone is insufficient for meaningful person-level comparisons based on sum scores. In addition to scalar invariance, person comparison invariance requires equality of latent variable means and omega coefficients across groups. Nevertheless, non-invariance effects can be relatively small if the omega coefficients are high and similar in magnitude across groups. I relate person comparison invariance to predictive invariance and provide R code to test person comparison invariance and to visualise the effects of non-invariance.

Psychology Archives
Openalex Percentile: Top 58%
Psychometric Methodologies and Testing
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