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 37 · EIN 04-2647786 | Loan Processing | $1,100 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,423 | $101,317+18.9% | $146,958-18.1% | $74,495+61.7% |
| Participation rate | 84.2% | 75.5%+8.7pp | 82.2%+2.1pp | 67.2%+17.0pp |
| Annual return | 31.36% | 8730.91%-8699.5pp | 418.34%-387.0pp | 1364.94%-1333.6pp |
| Employer contribution / active EE | $2,483 | $3,810-34.8% | $4,933-49.7% | $2,623-5.3% |
| Participant deferral / active EE | $9,851 | $7,303+34.9% | $8,070+22.1% | $4,346+126.7% |
| Admin fee / account holder | $8 | $1,739-99.5% | $12,998-99.9% | $1,942-99.6% |