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 | $175 |
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 | $279,712 | $48,335+478.7% | $121,098+131.0% | $71,457+291.4% |
| Participation rate | 98.4% | 54.3%+44.1pp | 69.5%+28.9pp | 67.9%+30.4pp |
| Annual return | 16.67% | 23.32%-6.6pp | 985.75%-969.1pp | 28.85%-12.2pp |
| Employer contribution / active EE | $19,963 | $1,489+1240.8% | $4,164+379.4% | $2,588+671.5% |
| Participant deferral / active EE | $14,583 | $2,754+429.5% | $4,080+257.4% | $4,289+240.0% |
| Admin fee / account holder | $1 | $1,841-99.9% | $5,644-100.0% | $1,587-99.9% |