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 26 · EIN 32-0781448 | Advisory (Participants) | $8,605 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,378 | $109,881-30.5% | $150,045-49.1% | $84,808-9.9% |
| Participation rate | 96.1% | 76.1%+20.0pp | 82.3%+13.7pp | 68.3%+27.7pp |
| Annual return | 19.23% | 28.25%-9.0pp | 62.55%-43.3pp | 40.90%-21.7pp |
| Employer contribution / active EE | $5,336 | $3,561+49.8% | $4,693+13.7% | $2,631+102.8% |
| Participant deferral / active EE | $10,577 | $6,636+59.4% | $7,997+32.3% | $4,212+151.2% |
| Admin fee / account holder | $98 | $8,568-98.9% | $13,435-99.3% | $7,344-98.7% |