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 48-1205033 | Recordkeeping | $13,955 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,943 | $63,745-53.0% | $98,442-69.6% | $79,386-62.3% |
| Participation rate | 85.7% | 69.9%+15.8pp | 73.3%+12.4pp | 70.7%+15.0pp |
| Annual return | 16.88% | 625.80%-608.9pp | 1492.73%-1475.8pp | 116.85%-100.0pp |
| Employer contribution / active EE | $483 | $2,557-81.1% | $2,960-83.7% | $2,427-80.1% |
| Participant deferral / active EE | $2,381 | $3,303-27.9% | $4,276-44.3% | $4,046-41.2% |
| Admin fee / account holder | $67 | $516-87.0% | $5,949-98.9% | $626-89.3% |