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 27 · EIN 04-2647786 | Advisory (Plan) | $38,064 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,744 | $102,553-57.3% | $151,611-71.1% | $66,914-34.6% |
| Participation rate | 87.0% | 85.5%+1.5pp | 87.5%-0.5pp | 69.8%+17.2pp |
| Annual return | -15.86% | -10.82%-5.0pp | 3.33%-19.2pp | 1.58%-17.4pp |
| Employer contribution / active EE | $5,871 | $4,180+40.5% | $6,166-4.8% | $2,544+130.8% |
| Participant deferral / active EE | $12,040 | $6,641+81.3% | $8,363+44.0% | $4,237+184.2% |
| Admin fee / account holder | $211 | $630-66.4% | $11,616-98.2% | $593-64.4% |