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 7-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 | $1,300 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,188 | $58,926-38.6% | $97,226-62.8% | $74,495-51.4% |
| Participation rate | 73.0% | 63.5%+9.5pp | 72.7%+0.3pp | 67.2%+5.8pp |
| Annual return | 14.59% | 16.04%-1.4pp | 75.13%-60.5pp | 1364.94%-1350.3pp |
| Employer contribution / active EE | $2,001 | $1,894+5.6% | $2,729-26.7% | $2,623-23.7% |
| Participant deferral / active EE | $3,088 | $3,664-15.7% | $4,264-27.6% | $4,346-28.9% |
| Admin fee / account holder | $256 | $1,974-87.0% | $5,654-95.5% | $1,942-86.8% |