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 | $1,555 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,796 | $84,487+60.7% | $125,339+8.3% | $66,914+102.9% |
| Participation rate | 70.6% | 76.4%-5.8pp | 82.4%-11.8pp | 69.8%+0.8pp |
| Annual return | -15.28% | -8.39%-6.9pp | 572.05%-587.3pp | 1.58%-16.9pp |
| Employer contribution / active EE | $2,488 | $3,553-30.0% | $4,814-48.3% | $2,544-2.2% |
| Participant deferral / active EE | $7,965 | $6,781+17.5% | $7,446+7.0% | $4,237+88.0% |
| Admin fee / account holder | $104 | $685-84.8% | $10,010-99.0% | $593-82.5% |