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 12 · EIN 13-3689044 | Shareholder servicing fees; Participa... | $2,326 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,474 | $57,281-1.4% | $86,612-34.8% | $75,163-24.9% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 16.92% | 2670.75%-2653.8pp | 591.07%-574.1pp | 160.62%-143.7pp |
| Employer contribution / active EE | $5,652 | $2,314+144.2% | $3,022+87.0% | $2,670+111.7% |
| Participant deferral / active EE | $7,100 | $3,318+114.0% | $4,438+60.0% | $4,125+72.1% |
| Admin fee / account holder | $24 | $4,112-99.4% | $5,614-99.6% | $5,651-99.6% |