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 12 · EIN 13-3689044 | Distribution (12b-1) fees; Sales load... | $33,433 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,343 | $69,823-2.1% | $77,163-11.4% | $74,419-8.2% |
| Participation rate | 100.0% | 70.0%+30.0pp | 69.6%+30.4pp | 70.7%+29.3pp |
| Annual return | 16.68% | 19.98%-3.3pp | 37.87%-21.2pp | 34.38%-17.7pp |
| Employer contribution / active EE | $3,900 | $2,150+81.4% | $2,535+53.8% | $2,637+47.9% |
| Participant deferral / active EE | $6,749 | $3,558+89.7% | $3,833+76.1% | $4,528+49.0% |
| Admin fee / account holder | $69 | $398-82.6% | $5,472-98.7% | $348-80.1% |