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 | Account maintenance fees; Shareholder... | $2,440 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,200 | $58,2080% | $81,812-28.9% | $80,856-28.0% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 12.18% | 41.66%-29.5pp | 773.79%-761.6pp | 35.59%-23.4pp |
| Employer contribution / active EE | $7,448 | $2,340+218.3% | $2,912+155.7% | $2,755+170.4% |
| Participant deferral / active EE | $9,178 | $3,281+179.7% | $4,319+112.5% | $4,296+113.7% |
| Admin fee / account holder | $22 | $4,981-99.6% | $7,386-99.7% | $6,918-99.7% |