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 8-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) | $5,786 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,635 | $88,634-55.3% | $101,326-60.9% | $74,304-46.7% |
| Participation rate | 94.0% | 76.9%+17.1pp | 81.5%+12.5pp | 60.3%+33.6pp |
| Annual return | 24.20% | 33.10%-8.9pp | 36.82%-12.6pp | 29.43%-5.2pp |
| Employer contribution / active EE | $2,326 | $2,930-20.6% | $3,665-36.5% | $2,241+3.8% |
| Participant deferral / active EE | $3,973 | $7,322-45.7% | $7,994-50.3% | $3,767+5.5% |
| Admin fee / account holder | $45 | $2,425-98.1% | $11,185-99.6% | $2,969-98.5% |