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 | $224 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $203,289 | $93,571+117.3% | $135,903+49.6% | $75,163+170.5% |
| Participation rate | 80.0% | 75.2%+4.8pp | 81.9%-1.9pp | 67.2%+12.8pp |
| Annual return | 16.42% | 30.90%-14.5pp | 68.23%-51.8pp | 160.62%-144.2pp |
| Employer contribution / active EE | $2,220 | $3,537-37.2% | $4,856-54.3% | $2,670-16.8% |
| Participant deferral / active EE | $7,958 | $6,404+24.3% | $7,758+2.6% | $4,125+92.9% |
| Admin fee / account holder | $205 | $6,975-97.1% | $10,762-98.1% | $5,651-96.4% |