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 39-6040276 | Recordkeeping Fees | $1,655 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,071 | $65,435+91.1% | $86,677+44.3% | $66,914+86.9% |
| Participation rate | 95.7% | 75.5%+20.3pp | 76.6%+19.2pp | 69.8%+25.9pp |
| Annual return | -17.05% | -10.89%-6.2pp | 35.91%-53.0pp | 1.58%-18.6pp |
| Employer contribution / active EE | $4,211 | $2,153+95.6% | $2,836+48.5% | $2,544+65.5% |
| Participant deferral / active EE | $10,579 | $4,100+158.0% | $4,656+127.2% | $4,237+149.7% |
| Admin fee / account holder | $11 | $642-98.2% | $7,493-99.8% | $593-98.1% |