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 27 · EIN 43-1451524 | Advisory (Plan) | $60,219 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$40,999 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,915 | $185,342-51.5% | $111,297-19.2% | $86,799+3.6% |
| Participation rate | 95.3% | 81.0%+14.3pp | 77.3%+18.0pp | 72.3%+23.0pp |
| Annual return | 14.89% | 500.80%-485.9pp | 54.65%-39.8pp | 97.91%-83.0pp |
| Employer contribution / active EE | $2,936 | $2,246+30.7% | $2,731+7.5% | $2,405+22.0% |
| Participant deferral / active EE | $6,263 | $4,458+40.5% | $4,487+39.6% | $4,131+51.6% |
| Admin fee / account holder | $196 | $255-23.4% | $7,964-97.5% | $170+15.4% |