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 52 · EIN 04-1590850 | Indirect Investment Fees | $1,450 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,951 | $70,002+108.5% | $115,037+26.9% | $52,331+178.9% |
| Participation rate | 92.7% | 72.1%+20.6pp | 81.4%+11.3pp | 68.1%+24.6pp |
| Annual return | 0.42% | 4.04%-3.6pp | 26.14%-25.7pp | 4.54%-4.1pp |
| Employer contribution / active EE | $1,993 | $2,715-26.6% | $4,608-56.8% | $1,882+5.9% |
| Participant deferral / active EE | $6,402 | $4,920+30.1% | $6,026+6.2% | $3,022+111.8% |
| Admin fee / account holder | $8 | $566-98.7% | $8,175-99.9% | $592-98.7% |