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 | $300 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,898 | $84,936-27.1% | $111,297-44.4% | $79,386-22.0% |
| Participation rate | 72.3% | 75.9%-3.5pp | 77.3%-5.0pp | 70.7%+1.6pp |
| Annual return | 12.62% | 17.45%-4.8pp | 54.65%-42.0pp | 116.85%-104.2pp |
| Employer contribution / active EE | $2,034 | $1,979+2.8% | $2,731-25.5% | $2,427-16.2% |
| Participant deferral / active EE | $3,650 | $3,888-6.1% | $4,487-18.7% | $4,046-9.8% |
| Admin fee / account holder | $8 | $537-98.5% | $7,964-99.9% | $626-98.7% |