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 27 · EIN 43-1451524 | Advisory (Plan) | $40,000 |
Service code 10 · EIN 23-2226550 | Accounting | $18,000 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$41,114 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,379 | $95,274-20.9% | $135,903-44.5% | $74,419+1.3% |
| Participation rate | 92.7% | 78.2%+14.5pp | 81.9%+10.8pp | 70.7%+22.0pp |
| Annual return | 19.25% | 32.77%-13.5pp | 68.23%-49.0pp | 34.38%-15.1pp |
| Employer contribution / active EE | $1,889 | $3,874-51.2% | $4,856-61.1% | $2,637-28.4% |
| Participant deferral / active EE | $6,245 | $7,782-19.8% | $7,758-19.5% | $4,528+37.9% |
| Admin fee / account holder | $41 | $266-84.6% | $10,762-99.6% | $348-88.2% |