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 | $1,544 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,842 | $62,327-55.3% | $120,354-76.9% | $74,495-62.6% |
| Participation rate | 82.6% | 56.8%+25.8pp | 71.9%+10.7pp | 67.2%+15.4pp |
| Annual return | 13.82% | 18.61%-4.8pp | 107.15%-93.3pp | 1364.94%-1351.1pp |
| Employer contribution / active EE | $1,492 | $1,843-19.0% | $3,463-56.9% | $2,623-43.1% |
| Participant deferral / active EE | $2,389 | $2,893-17.4% | $4,991-52.1% | $4,346-45.0% |
| Admin fee / account holder | $117 | $2,396-95.1% | $9,423-98.8% | $1,942-93.9% |