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 99 · EIN 71-0294708 | Other Fees | $12,643 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,835 | $61,272-57.8% | $149,673-82.7% | $71,457-63.8% |
| Participation rate | 96.6% | 62.5%+34.1pp | 78.8%+17.8pp | 67.9%+28.7pp |
| Annual return | 17.88% | 35.85%-18.0pp | 134.42%-116.5pp | 28.85%-11.0pp |
| Employer contribution / active EE | $1,583 | $2,378-33.5% | $4,818-67.1% | $2,588-38.8% |
| Participant deferral / active EE | $1,673 | $2,917-42.7% | $5,680-70.6% | $4,289-61.0% |
| Admin fee / account holder | $47 | $1,261-96.3% | $13,210-99.6% | $1,587-97.0% |