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 | $1,275 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,251 | $42,894-55.1% | $60,874-68.4% | $68,494-71.9% |
| Participation rate | 81.1% | 66.8%+14.3pp | 73.1%+8.0pp | 67.9%+13.2pp |
| Annual return | -11.86% | -13.98%+2.1pp | 16.90%-28.8pp | -7.84%-4.0pp |
| Employer contribution / active EE | $3,326 | $1,978+68.1% | $2,701+23.1% | $2,596+28.1% |
| Participant deferral / active EE | $6,015 | $2,867+109.8% | $3,817+57.6% | $4,027+49.4% |
| Admin fee / account holder | $279 | $3,101-91.0% | $3,224-91.4% | $5,403-94.8% |