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 | $1,182 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,157 | $60,323+27.9% | $81,812-5.7% | $74,495+3.6% |
| Participation rate | 75.6% | 62.9%+12.8pp | 72.3%+3.3pp | 67.2%+8.4pp |
| Annual return | 11.67% | 16.90%-5.2pp | 773.79%-762.1pp | 1364.94%-1353.3pp |
| Employer contribution / active EE | $1,045 | $2,620-60.1% | $2,912-64.1% | $2,623-60.1% |
| Participant deferral / active EE | $5,669 | $3,387+67.4% | $4,319+31.3% | $4,346+30.5% |
| Admin fee / account holder | $20 | $1,486-98.7% | $7,386-99.7% | $1,942-99.0% |