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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 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 | -$727 |
Annual investment return 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 | $170,760 | $109,881+55.4% | $150,045+13.8% | $84,808+101.4% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 2.49% | 28.25%-25.8pp | 62.55%-60.1pp | 40.90%-38.4pp |
| Employer contribution / active EE | $2,318 | $3,561-34.9% | $4,693-50.6% | $2,631-11.9% |
| Participant deferral / active EE | $3,522 | $6,636-46.9% | $7,997-56.0% | $4,212-16.4% |
| Admin fee / account holder | -$4 | $8,568-100.0% | $13,435-100.0% | $7,344-100.1% |