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 | $5,509 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,246 | $89,436-25.9% | $164,813-59.8% | $77,643-14.7% |
| Participation rate | 85.6% | 78.6%+6.9pp | 78.6%+6.9pp | 70.6%+15.0pp |
| Annual return | 52.66% | 28.83%+23.8pp | 69.93%-17.3pp | 31.24%+21.4pp |
| Employer contribution / active EE | $1,168 | $2,569-54.5% | $4,341-73.1% | $2,726-57.1% |
| Participant deferral / active EE | $2,901 | $4,897-40.8% | $6,031-51.9% | $4,647-37.6% |
| Admin fee / account holder | $293 | $339-13.6% | $12,690-97.7% | $430-31.8% |