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 15 · EIN 01-0233346 | Recordkeeping | $38 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,750 | $73,867-62.4% | $143,757-80.7% | $68,494-59.5% |
| Participation rate | 71.3% | 66.7%+4.6pp | 80.3%-9.0pp | 67.9%+3.4pp |
| Annual return | -11.89% | 1.01%-12.9pp | -0.04%-11.8pp | -7.84%-4.0pp |
| Employer contribution / active EE | $1,482 | $3,184-53.5% | $4,951-70.1% | $2,596-42.9% |
| Participant deferral / active EE | $3,378 | $3,384-0.2% | $5,637-40.1% | $4,027-16.1% |
| Admin fee / account holder | $142 | $5,755-97.5% | $14,673-99.0% | $5,403-97.4% |