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 59-2937883 | Other Fees | $28,873 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $1,866 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,414 | $81,474-43.0% | $133,956-65.4% | $73,488-36.8% |
| Participation rate | 86.7% | 76.4%+10.3pp | 79.8%+6.8pp | 70.7%+16.0pp |
| Annual return | 14.40% | 19.40%-5.0pp | 45.09%-30.7pp | 28.51%-14.1pp |
| Employer contribution / active EE | $0 | $2,209-100.0% | $3,919-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $2,844 | $3,786-24.9% | $5,048-43.7% | $3,740-23.9% |
| Admin fee / account holder | $7 | $713-99.0% | $8,927-99.9% | $513-98.6% |