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 37 · EIN 04-2647786 | Loan Processing | $6,874 |
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,711 | $70,475+28.7% | $100,516-9.8% | $79,858+13.6% |
| Participation rate | 94.6% | 73.7%+21.0pp | 79.4%+15.2pp | 69.6%+25.0pp |
| Annual return | 30.77% | 21.90%+8.9pp | 30.89%-0.1pp | 31.71%-0.9pp |
| Employer contribution / active EE | $7,249 | $2,165+234.9% | $3,418+112.1% | $2,471+193.4% |
| Participant deferral / active EE | $21,700 | $5,181+318.8% | $6,270+246.1% | $3,740+480.2% |
| Admin fee / account holder | $33 | $4,478-99.3% | $8,081-99.6% | $5,306-99.4% |