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 | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,941 | $93,131+58.9% | $106,548+38.8% | $86,799+70.4% |
| Participation rate | 85.9% | 81.4%+4.4pp | 76.1%+9.7pp | 72.3%+13.6pp |
| Annual return | 17.34% | 19.45%-2.1pp | 26.80%-9.5pp | 97.91%-80.6pp |
| Employer contribution / active EE | $1,562 | $2,895-46.1% | $2,819-44.6% | $2,405-35.1% |
| Participant deferral / active EE | $4,551 | $4,708-3.3% | $4,398+3.5% | $4,131+10.2% |
| Admin fee / account holder | $32 | $145-77.8% | $7,407-99.6% | $170-81.0% |