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 | $1,858 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,604 | $79,171+10.7% | $102,423-14.5% | $74,495+17.6% |
| Participation rate | 80.1% | 74.8%+5.3pp | 76.5%+3.6pp | 67.2%+12.9pp |
| Annual return | 15.80% | 54.93%-39.1pp | 29.32%-13.5pp | 1364.94%-1349.1pp |
| Employer contribution / active EE | $3,754 | $2,362+58.9% | $3,023+24.2% | $2,623+43.1% |
| Participant deferral / active EE | $7,024 | $4,415+59.1% | $5,053+39.0% | $4,346+61.6% |
| Admin fee / account holder | $19 | $2,001-99.1% | $9,451-99.8% | $1,942-99.0% |