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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,299 | $105,181-33.2% | $159,436-55.9% | $85,850-18.1% |
| Participation rate | 85.4% | 75.8%+9.6pp | 82.8%+2.5pp | 69.3%+16.1pp |
| Annual return | 13.87% | 45.07%-31.2pp | 263.57%-249.7pp | 318.53%-304.7pp |
| Employer contribution / active EE | $1,017 | $3,318-69.3% | $4,829-78.9% | $2,565-60.3% |
| Participant deferral / active EE | $5,150 | $5,945-13.4% | $7,352-30.0% | $3,952+30.3% |
| Admin fee / account holder | $6 | $6,933-99.9% | $10,799-99.9% | $6,260-99.9% |