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 4-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 04-2647786 | Recordkeeping Fees | $181 |
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,974 | $167,484-27.2% | $151,611-19.5% | $134,475-9.3% |
| Participation rate | 73.9% | 88.4%-14.5pp | 87.5%-13.6pp | 81.2%-7.3pp |
| Annual return | -11.84% | 7.80%-19.6pp | 3.33%-15.2pp | 417.96%-429.8pp |
| Employer contribution / active EE | $9,382 | $6,829+37.4% | $6,166+52.2% | $4,740+98.0% |
| Participant deferral / active EE | $6,011 | $8,986-33.1% | $8,363-28.1% | $6,400-6.1% |
| Admin fee / account holder | $14 | $13,783-99.9% | $11,616-99.9% | $11,426-99.9% |