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 01-0233346 | Recordkeeping | $709 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,304 | $63,861-66.6% | $104,607-79.6% | $79,858-73.3% |
| Participation rate | 83.7% | 64.9%+18.8pp | 74.1%+9.6pp | 69.6%+14.0pp |
| Annual return | 13.99% | 21.30%-7.3pp | 340.46%-326.5pp | 31.71%-17.7pp |
| Employer contribution / active EE | $616 | $1,588-61.2% | $2,681-77.0% | $2,471-75.1% |
| Participant deferral / active EE | $2,514 | $2,693-6.7% | $3,740-32.8% | $3,740-32.8% |
| Admin fee / account holder | $99 | $4,185-97.6% | $6,473-98.5% | $5,306-98.1% |