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 12 · EIN 13-3689044 | Shareholder servicing fees; Finders' ... | $61,937 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,263 | $40,385+331.5% | $80,569+116.3% | $74,419+134.2% |
| Participation rate | 85.2% | 47.4%+37.8pp | 67.0%+18.2pp | 70.7%+14.5pp |
| Annual return | 15.67% | 164.85%-149.2pp | 935.43%-919.8pp | 34.38%-18.7pp |
| Employer contribution / active EE | $7,392 | $1,496+394.0% | $2,723+171.4% | $2,637+180.3% |
| Participant deferral / active EE | $0 | $2,674-100.0% | $4,447-100.0% | $4,528-100.0% |
| Admin fee / account holder | $192 | $720-73.4% | $5,377-96.4% | $348-44.9% |