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 | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,720 | $60,165+5.9% | $74,183-14.1% | $55,167+15.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | 6.65% | 10.00%-3.3pp | 17.74%-11.1pp | 169.23%-162.6pp |
| Employer contribution / active EE | $3,058 | $1,600+91.1% | $2,370+29.0% | $1,963+55.8% |
| Participant deferral / active EE | $1,805 | $2,973-39.3% | $3,550-49.1% | $3,054-40.9% |
| Admin fee / account holder | $158 | $419-62.3% | $5,586-97.2% | $504-68.6% |