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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 49 · EIN 20-3886993 | Other Services | $6,500 |
Service code 13 · EIN 35-1140070 | Contract Administrator | $597 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,864 | $96,018-21.0% | $65,493+15.8% | $85,563-11.3% |
| Participation rate | 97.0% | 74.8%+22.2pp | 73.1%+23.9pp | 66.0%+31.1pp |
| Annual return | 11.38% | 14.51%-3.1pp | 982.45%-971.1pp | 31.51%-20.1pp |
| Employer contribution / active EE | $1,934 | $3,235-40.2% | $2,574-24.9% | $2,654-27.1% |
| Participant deferral / active EE | $2,653 | $4,055-34.6% | $3,961-33.0% | $4,375-39.4% |
| Admin fee / account holder | $8 | $271-96.9% | $5,028-99.8% | $834-99.0% |