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 | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,758 | $46,732+19.3% | $156,549-64.4% | $55,167+1.1% |
| Participation rate | 99.2% | 65.8%+33.4pp | 84.0%+15.2pp | 69.0%+30.2pp |
| Annual return | 11.99% | 17.72%-5.7pp | 32.23%-20.2pp | 169.23%-157.2pp |
| Employer contribution / active EE | $5,057 | $2,105+140.2% | $5,501-8.1% | $1,963+157.7% |
| Participant deferral / active EE | $3,295 | $2,204+49.5% | $4,871-32.4% | $3,054+7.9% |
| Admin fee / account holder | $0 | $418-100.0% | $13,027-100.0% | $504-100.0% |