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 | $210 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,666 | $82,664+127.0% | $125,339+49.7% | $68,494+174.0% |
| Participation rate | 79.5% | 75.0%+4.5pp | 82.4%-2.9pp | 67.9%+11.6pp |
| Annual return | -14.73% | -5.97%-8.8pp | 572.05%-586.8pp | -7.84%-6.9pp |
| Employer contribution / active EE | $2,145 | $3,381-36.5% | $4,814-55.4% | $2,596-17.4% |
| Participant deferral / active EE | $7,647 | $6,110+25.1% | $7,446+2.7% | $4,027+89.9% |
| Admin fee / account holder | $213 | $6,275-96.6% | $10,010-97.9% | $5,403-96.1% |