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 60 · EIN 04-2647786 | Sub-TA Fees | $159 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,825 | $80,968+22.1% | $96,544+2.4% | $75,163+31.5% |
| Participation rate | 78.5% | 71.8%+6.7pp | 76.0%+2.5pp | 67.2%+11.3pp |
| Annual return | 16.48% | 27.06%-10.6pp | 25.84%-9.4pp | 160.62%-144.1pp |
| Employer contribution / active EE | $3,970 | $2,282+74.0% | $2,965+33.9% | $2,670+48.7% |
| Participant deferral / active EE | $4,247 | $3,928+8.1% | $4,851-12.4% | $4,125+3.0% |
| Admin fee / account holder | $1 | $6,724-100.0% | $8,252-100.0% | $5,651-100.0% |