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 99 · EIN 47-1411118 | Other Fees | $11,672 |
Service code 27 · EIN 71-0294708 | Advisory (Plan) | $7,491 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,072 | $79,171-11.5% | $102,423-31.6% | $74,495-5.9% |
| Participation rate | 94.2% | 74.8%+19.4pp | 76.5%+17.7pp | 67.2%+27.0pp |
| Annual return | 13.01% | 54.93%-41.9pp | 29.32%-16.3pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $3,023-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $4,082 | $4,415-7.6% | $5,053-19.2% | $4,346-6.1% |
| Admin fee / account holder | $16 | $2,001-99.2% | $9,451-99.8% | $1,942-99.2% |