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 37 · EIN 04-2647786 | Loan Processing | $1,933 |
Service code 61 · EIN 42-1445429 | Finders' fees / placement fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,876 | $76,050+55.0% | $96,544+22.1% | $71,457+65.0% |
| Participation rate | 76.3% | 74.4%+1.9pp | 76.0%+0.4pp | 67.9%+8.4pp |
| Annual return | 16.61% | 22.81%-6.2pp | 25.84%-9.2pp | 28.85%-12.2pp |
| Employer contribution / active EE | $2,772 | $2,244+23.5% | $2,965-6.5% | $2,588+7.1% |
| Participant deferral / active EE | $6,708 | $4,215+59.1% | $4,851+38.3% | $4,289+56.4% |
| Admin fee / account holder | $17 | $2,707-99.4% | $8,252-99.8% | $1,587-98.9% |