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 48-1205033 | Recordkeeping | $15,033 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,341 | $81,248-6.0% | $155,509-50.9% | $80,856-5.6% |
| Participation rate | 78.7% | 66.2%+12.5pp | 78.2%+0.5pp | 67.6%+11.1pp |
| Annual return | 11.91% | 33.31%-21.4pp | 64.67%-52.8pp | 35.59%-23.7pp |
| Employer contribution / active EE | $2,601 | $3,100-16.1% | $4,672-44.3% | $2,755-5.6% |
| Participant deferral / active EE | $4,885 | $3,452+41.5% | $5,626-13.2% | $4,296+13.7% |
| Admin fee / account holder | $124 | $7,997-98.4% | $15,912-99.2% | $6,918-98.2% |