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 |
|---|---|---|
TIAA4 years Service code 12 · EIN 13-1624203 | Direct payment from the plan; Investm... | $34,568 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,390 | $60,323+189.1% | $81,812+113.2% | $74,495+134.1% |
| Participation rate | 100.0% | 62.9%+37.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 15.17% | 16.90%-1.7pp | 773.79%-758.6pp | 1364.94%-1349.8pp |
| Employer contribution / active EE | $13,141 | $2,620+401.5% | $2,912+351.2% | $2,623+401.0% |
| Participant deferral / active EE | $6,544 | $3,387+93.2% | $4,319+51.5% | $4,346+50.6% |
| Admin fee / account holder | $128 | $1,486-91.4% | $7,386-98.3% | $1,942-93.4% |