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 | $687 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,352 | $60,989-66.6% | $60,874-66.6% | $66,914-69.6% |
| Participation rate | 73.5% | 74.5%-1.0pp | 73.1%+0.4pp | 69.8%+3.7pp |
| Annual return | -13.75% | -9.60%-4.1pp | 16.90%-30.6pp | 1.58%-15.3pp |
| Employer contribution / active EE | $2,130 | $2,661-19.9% | $2,701-21.2% | $2,544-16.3% |
| Participant deferral / active EE | $1,419 | $3,615-60.7% | $3,817-62.8% | $4,237-66.5% |
| Admin fee / account holder | $34 | $338-89.9% | $3,224-98.9% | $593-94.2% |