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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 04-2541452 | Advisory (Plan) | $16,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,756 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,042 | $88,083+97.6% | $164,813+5.6% | $74,495+133.6% |
| Participation rate | 90.6% | 73.0%+17.6pp | 78.6%+12.0pp | 67.2%+23.4pp |
| Annual return | 12.74% | 17.26%-4.5pp | 69.93%-57.2pp | 1364.94%-1352.2pp |
| Employer contribution / active EE | $1,292 | $2,593-50.2% | $4,341-70.2% | $2,623-50.8% |
| Participant deferral / active EE | $4,960 | $4,498+10.3% | $6,031-17.8% | $4,346+14.1% |
| Admin fee / account holder | $138 | $2,234-93.8% | $12,690-98.9% | $1,942-92.9% |