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 | $125 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,952 | $82,664+47.5% | $125,339-2.7% | $68,494+78.0% |
| Participation rate | 81.7% | 75.0%+6.7pp | 82.4%-0.6pp | 67.9%+13.8pp |
| Annual return | -17.56% | -5.97%-11.6pp | 572.05%-589.6pp | -7.84%-9.7pp |
| Employer contribution / active EE | $3,747 | $3,381+10.8% | $4,814-22.2% | $2,596+44.3% |
| Participant deferral / active EE | $7,963 | $6,110+30.3% | $7,446+6.9% | $4,027+97.7% |
| Admin fee / account holder | $1 | $6,275-100.0% | $10,010-100.0% | $5,403-100.0% |