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 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 | $20,646 | $77,813-73.5% | $123,544-83.3% | $64,186-67.8% |
| Participation rate | 87.4% | 74.7%+12.7pp | 82.3%+5.1pp | 69.6%+17.8pp |
| Annual return | -6.85% | 12.48%-19.3pp | 119.20%-126.0pp | 7.63%-14.5pp |
| Employer contribution / active EE | $723 | $3,014-76.0% | $4,628-84.4% | $2,381-69.6% |
| Participant deferral / active EE | $2,762 | $5,240-47.3% | $6,426-57.0% | $3,470-20.4% |
| Admin fee / account holder | $135 | $5,519-97.5% | $9,284-98.5% | $4,888-97.2% |