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 | $3,874 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,931 | $108,549+14.2% | $156,263-20.7% | $85,563+44.8% |
| Participation rate | 84.9% | 77.1%+7.8pp | 78.9%+6.0pp | 66.0%+18.9pp |
| Annual return | 15.23% | 21.79%-6.6pp | 59.47%-44.2pp | 31.51%-16.3pp |
| Employer contribution / active EE | $3,442 | $2,690+28.0% | $4,333-20.6% | $2,654+29.7% |
| Participant deferral / active EE | $5,373 | $4,800+11.9% | $6,158-12.8% | $4,375+22.8% |
| Admin fee / account holder | $257 | $650-60.5% | $14,255-98.2% | $834-69.2% |