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 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,585 | $55,415-3.3% | $155,509-65.5% | $74,495-28.1% |
| Participation rate | 95.9% | 61.9%+34.0pp | 78.2%+17.7pp | 67.2%+28.7pp |
| Annual return | 12.82% | 268.50%-255.7pp | 64.67%-51.8pp | 1364.94%-1352.1pp |
| Employer contribution / active EE | $2,825 | $2,267+24.6% | $4,672-39.5% | $2,623+7.7% |
| Participant deferral / active EE | $3,140 | $2,836+10.7% | $5,626-44.2% | $4,346-27.7% |
| Admin fee / account holder | $236 | $1,738-86.4% | $15,912-98.5% | $1,942-87.8% |