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 3-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 | $3 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,232 | $72,607-47.3% | $90,749-57.9% | $66,914-42.9% |
| Participation rate | 98.4% | 73.7%+24.7pp | 75.7%+22.7pp | 69.8%+28.6pp |
| Annual return | 0.00% | -12.28%+12.3pp | -12.16%+12.2pp | 1.58%-1.6pp |
| Employer contribution / active EE | $9,774 | $2,369+312.6% | $2,921+234.6% | $2,544+284.2% |
| Participant deferral / active EE | $15,425 | $3,977+287.8% | $4,564+238.0% | $4,237+264.1% |
| Admin fee / account holder | $1 | $707-99.8% | $8,445-100.0% | $593-99.8% |