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 | $25 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,203 | $98,750-15.7% | $149,696-44.4% | $79,858+4.2% |
| Participation rate | 89.9% | 75.8%+14.1pp | 82.5%+7.4pp | 69.6%+20.2pp |
| Annual return | 23.52% | 27.43%-3.9pp | 276.60%-253.1pp | 31.71%-8.2pp |
| Employer contribution / active EE | $1,519 | $3,216-52.8% | $4,644-67.3% | $2,471-38.5% |
| Participant deferral / active EE | $10,122 | $5,680+78.2% | $6,842+47.9% | $3,740+170.6% |
| Admin fee / account holder | $3 | $6,053-99.9% | $9,309-100.0% | $5,306-99.9% |