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 | $500 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $357,152 | $100,923+253.9% | $150,045+138.0% | $74,304+380.7% |
| Participation rate | 96.4% | 70.1%+26.3pp | 82.3%+14.1pp | 60.3%+36.1pp |
| Annual return | 16.48% | 51.77%-35.3pp | 62.55%-46.1pp | 29.43%-12.9pp |
| Employer contribution / active EE | $8,822 | $3,463+154.7% | $4,693+88.0% | $2,241+293.6% |
| Participant deferral / active EE | $11,679 | $6,709+74.1% | $7,997+46.0% | $3,767+210.0% |
| Admin fee / account holder | $3 | $2,767-99.9% | $13,435-100.0% | $2,969-99.9% |