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 | $23,950 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,642 | $82,202-45.7% | $125,339-64.4% | $64,808-31.1% |
| Participation rate | 92.3% | 77.9%+14.4pp | 82.4%+9.9pp | 71.5%+20.8pp |
| Annual return | -11.47% | 3.48%-14.9pp | 572.05%-583.5pp | 32.82%-44.3pp |
| Employer contribution / active EE | $4,451 | $3,615+23.1% | $4,814-7.5% | $2,506+77.6% |
| Participant deferral / active EE | $5,533 | $7,175-22.9% | $7,446-25.7% | $4,310+28.4% |
| Admin fee / account holder | $34 | $163-79.0% | $10,010-99.7% | $188-81.7% |