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 64 · EIN 39-6040276 | Recordkeeping Fees | $755 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,177 | $81,900+12.5% | $119,609-22.9% | $68,494+34.6% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | 3.02% | -23.82%+26.8pp | -14.97%+18.0pp | -7.84%+10.9pp |
| Employer contribution / active EE | $4,904 | $2,693+82.1% | $4,232+15.9% | $2,596+88.9% |
| Participant deferral / active EE | $3,835 | $4,148-7.6% | $5,602-31.6% | $4,027-4.8% |
| Admin fee / account holder | $13 | $6,582-99.8% | $10,323-99.9% | $5,403-99.8% |