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 6-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 | $2,766 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,410 | $70,908+92.4% | $98,907+37.9% | $73,488+85.6% |
| Participation rate | 83.4% | 73.8%+9.7pp | 76.0%+7.4pp | 70.7%+12.8pp |
| Annual return | 16.14% | 34.17%-18.0pp | 196.43%-180.3pp | 28.51%-12.4pp |
| Employer contribution / active EE | $3,357 | $2,036+64.9% | $2,689+24.9% | $2,270+47.9% |
| Participant deferral / active EE | $5,207 | $3,500+48.8% | $4,244+22.7% | $3,740+39.3% |
| Admin fee / account holder | $55 | $535-89.8% | $6,642-99.2% | $513-89.4% |