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 5-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 | $125 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,790 | $106,028+11.1% | $146,958-19.8% | $77,643+51.7% |
| Participation rate | 96.1% | 78.4%+17.7pp | 82.2%+13.9pp | 70.6%+25.5pp |
| Annual return | 21.58% | 56.73%-35.2pp | 418.34%-396.8pp | 31.24%-9.7pp |
| Employer contribution / active EE | $8,550 | $4,063+110.4% | $4,933+73.3% | $2,726+213.7% |
| Participant deferral / active EE | $19,716 | $7,990+146.8% | $8,070+144.3% | $4,647+324.2% |
| Admin fee / account holder | $10 | $337-97.2% | $12,998-99.9% | $430-97.8% |