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 47-1411118 | Advisory (Plan) | $11,185 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $1,600 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,200 | $93,182-26.8% | $146,665-53.5% | $79,386-14.1% |
| Participation rate | 93.2% | 76.4%+16.8pp | 80.1%+13.1pp | 70.7%+22.5pp |
| Annual return | 16.34% | 21.61%-5.3pp | 22.74%-6.4pp | 116.85%-100.5pp |
| Employer contribution / active EE | $1,878 | $2,420-22.4% | $4,136-54.6% | $2,427-22.6% |
| Participant deferral / active EE | $3,210 | $4,169-23.0% | $5,506-41.7% | $4,046-20.6% |
| Admin fee / account holder | $20 | $585-96.7% | $10,280-99.8% | $626-96.9% |