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 | $2,824 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,222 | $86,225+12.8% | $146,665-33.7% | $86,799+12.0% |
| Participation rate | 95.0% | 78.0%+17.0pp | 80.1%+14.9pp | 72.3%+22.7pp |
| Annual return | 19.09% | 31.23%-12.1pp | 22.74%-3.7pp | 97.91%-78.8pp |
| Employer contribution / active EE | $1,005 | $2,392-58.0% | $4,136-75.7% | $2,405-58.2% |
| Participant deferral / active EE | $5,254 | $4,245+23.8% | $5,506-4.6% | $4,131+27.2% |
| Admin fee / account holder | $17 | $195-91.2% | $10,280-99.8% | $170-89.9% |