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 26 · EIN 71-0294708 | Advisory (Participants) | $3,097 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,686 | $56,503+19.8% | $70,092-3.4% | $64,808+4.4% |
| Participation rate | 91.8% | 70.5%+21.4pp | 70.5%+21.4pp | 71.5%+20.4pp |
| Annual return | -7.97% | -13.44%+5.5pp | 190.73%-198.7pp | 32.82%-40.8pp |
| Employer contribution / active EE | $3,029 | $2,046+48.0% | $2,559+18.4% | $2,506+20.9% |
| Participant deferral / active EE | $2,763 | $3,389-18.5% | $3,849-28.2% | $4,310-35.9% |
| Admin fee / account holder | $13 | $160-91.7% | $6,267-99.8% | $188-92.9% |