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 9-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 33 | Securities brokerage; Other fees | $41,811 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,590 | $44,642+40.2% | $91,220-31.4% | $66,914-6.5% |
| Participation rate | 83.4% | 64.9%+18.5pp | 73.2%+10.2pp | 69.8%+13.6pp |
| Annual return | -18.69% | -12.29%-6.4pp | 114.01%-132.7pp | 1.58%-20.3pp |
| Employer contribution / active EE | $1,648 | $1,706-3.4% | $2,850-42.2% | $2,544-35.2% |
| Participant deferral / active EE | $5,022 | $3,349+50.0% | $4,234+18.6% | $4,237+18.5% |
| Admin fee / account holder | $159 | $521-69.5% | $5,420-97.1% | $593-73.2% |