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 13 · EIN 42-0127290 | Contract Administrator | $5,314 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,117 | $61,156-9.9% | $185,823-70.3% | $79,386-30.6% |
| Participation rate | 99.1% | 66.6%+32.5pp | 81.7%+17.4pp | 70.7%+28.4pp |
| Annual return | 14.19% | 19.45%-5.3pp | 122.05%-107.9pp | 116.85%-102.7pp |
| Employer contribution / active EE | $1,624 | $2,321-30.0% | $5,167-68.6% | $2,427-33.1% |
| Participant deferral / active EE | $3,503 | $2,789+25.6% | $5,568-37.1% | $4,046-13.4% |
| Admin fee / account holder | $281 | $710-60.3% | $16,237-98.3% | $626-55.1% |