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 13 · EIN 42-0127290 | Contract Administrator | $1,708 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,147 | $105,181+29.4% | $159,436-14.6% | $85,850+58.6% |
| Participation rate | 89.5% | 75.8%+13.8pp | 82.8%+6.7pp | 69.3%+20.2pp |
| Annual return | 19.32% | 45.07%-25.7pp | 263.57%-244.2pp | 318.53%-299.2pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $10,272 | $5,945+72.8% | $7,352+39.7% | $3,952+159.9% |
| Admin fee / account holder | $16 | $6,933-99.8% | $10,799-99.9% | $6,260-99.8% |