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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 9-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 | -$531 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,339 | $80,968+23.9% | $96,544+3.9% | $75,163+33.5% |
| Participation rate | 80.9% | 71.8%+9.1pp | 76.0%+4.9pp | 67.2%+13.7pp |
| Annual return | 15.61% | 27.06%-11.5pp | 25.84%-10.2pp | 160.62%-145.0pp |
| Employer contribution / active EE | $489 | $2,282-78.6% | $2,965-83.5% | $2,670-81.7% |
| Participant deferral / active EE | $5,020 | $3,928+27.8% | $4,851+3.5% | $4,125+21.7% |
| Admin fee / account holder | $4 | $6,724-99.9% | $8,252-100.0% | $5,651-99.9% |