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 | $50 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,479 | $104,317-15.2% | $159,436-44.5% | $86,799+1.9% |
| Participation rate | 72.9% | 77.7%-4.8pp | 82.8%-9.9pp | 72.3%+0.7pp |
| Annual return | 16.16% | 26.32%-10.2pp | 263.57%-247.4pp | 97.91%-81.7pp |
| Employer contribution / active EE | $4,256 | $3,451+23.3% | $4,829-11.9% | $2,405+77.0% |
| Participant deferral / active EE | $5,785 | $6,837-15.4% | $7,352-21.3% | $4,131+40.0% |
| Admin fee / account holder | $267 | $172+54.9% | $10,799-97.5% | $170+57.4% |