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 | $164 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,929 | $76,050+101.1% | $96,544+58.4% | $71,457+114.0% |
| Participation rate | 95.1% | 74.4%+20.7pp | 76.0%+19.1pp | 67.9%+27.2pp |
| Annual return | 20.59% | 22.81%-2.2pp | 25.84%-5.3pp | 28.85%-8.3pp |
| Employer contribution / active EE | $5,095 | $2,244+127.0% | $2,965+71.8% | $2,588+96.9% |
| Participant deferral / active EE | $5,961 | $4,215+41.4% | $4,851+22.9% | $4,289+39.0% |
| Admin fee / account holder | $23 | $2,707-99.2% | $8,252-99.7% | $1,587-98.6% |