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 | $1,922 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,865 | $101,317-6.4% | $146,958-35.4% | $74,495+27.3% |
| Participation rate | 89.4% | 75.5%+13.9pp | 82.2%+7.2pp | 67.2%+22.2pp |
| Annual return | 16.63% | 8730.91%-8714.3pp | 418.34%-401.7pp | 1364.94%-1348.3pp |
| Employer contribution / active EE | $5,520 | $3,810+44.9% | $4,933+11.9% | $2,623+110.4% |
| Participant deferral / active EE | $14,233 | $7,303+94.9% | $8,070+76.4% | $4,346+227.5% |
| Admin fee / account holder | $19 | $1,739-98.9% | $12,998-99.9% | $1,942-99.0% |