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 13 · EIN 42-0127290 | Contract Administrator | $12,301 |
Service code 49 · EIN 74-2794194 | Other Services | $2,630 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,767 | $65,435+32.6% | $86,677+0.1% | $66,914+29.7% |
| Participation rate | 79.2% | 75.5%+3.8pp | 76.6%+2.7pp | 69.8%+9.4pp |
| Annual return | -14.22% | -10.89%-3.3pp | 35.91%-50.1pp | 1.58%-15.8pp |
| Employer contribution / active EE | $1,174 | $2,153-45.5% | $2,836-58.6% | $2,544-53.9% |
| Participant deferral / active EE | $8,144 | $4,100+98.6% | $4,656+74.9% | $4,237+92.2% |
| Admin fee / account holder | $112 | $642-82.5% | $7,493-98.5% | $593-81.1% |