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 13 · EIN 42-0127290 | Contract Administrator | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,390 | $209,411-17.2% | $178,490-2.9% | $158,922+9.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 18.89% | 188.75%-169.9pp | 151.07%-132.2pp | 302.83%-283.9pp |
| Employer contribution / active EE | $5,098 | $5,706-10.7% | $5,011+1.8% | $4,761+7.1% |
| Participant deferral / active EE | $6,055 | $5,954+1.7% | $5,202+16.4% | $5,982+1.2% |
| Admin fee / account holder | $8,148 | $17,074-52.3% | $13,984-41.7% | $11,246-27.5% |