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 13 · EIN 41-0417830 | Contract Administrator | $1,725 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $175,800 | $60,124+192.4% | $90,404+94.5% | $79,858+120.1% |
| Participation rate | 95.6% | 65.0%+30.6pp | 72.7%+22.9pp | 69.6%+25.9pp |
| Annual return | 13.13% | 71.94%-58.8pp | 1293.02%-1279.9pp | 31.71%-18.6pp |
| Employer contribution / active EE | $5,739 | $2,068+177.5% | $3,262+75.9% | $2,471+132.3% |
| Participant deferral / active EE | $7,166 | $2,938+143.9% | $3,963+80.8% | $3,740+91.6% |
| Admin fee / account holder | $15 | $3,976-99.6% | $5,611-99.7% | $5,306-99.7% |