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 19 · EIN 51-0396365 | Securities Custodian | $80,170 |
Service code 12 · EIN 13-3689044 | Investment management; Sales loads (f... | $40 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,854 | $52,293+12.5% | $178,490-67.0% | $73,409-19.8% |
| Participation rate | 76.8% | 65.3%+11.5pp | 81.9%-5.1pp | 72.2%+4.6pp |
| Annual return | 12.08% | 34.75%-22.7pp | 151.07%-139.0pp | 59.29%-47.2pp |
| Employer contribution / active EE | $983 | $1,735-43.4% | $5,011-80.4% | $2,234-56.0% |
| Participant deferral / active EE | $3,626 | $2,332+55.5% | $5,202-30.3% | $3,805-4.7% |
| Admin fee / account holder | $191 | $127+50.3% | $13,984-98.6% | $158+21.2% |