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 7-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 10 · EIN 52-1743645 910 RIDGEBROOK RD · SPARKS, MD 21152 | Accounting | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,051 | $79,449-91.1% | $189,557-96.3% | $85,850-91.8% |
| Participation rate | 95.2% | 66.0%+29.2pp | 78.4%+16.7pp | 69.3%+25.9pp |
| Annual return | 94.12% | 18.45%+75.7pp | 64.17%+29.9pp | 318.53%-224.4pp |
| Employer contribution / active EE | $490 | $2,081-76.5% | $4,412-88.9% | $2,565-80.9% |
| Participant deferral / active EE | $0 | $4,051-100.0% | $6,174-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $5,377-100.0% | $9,807-100.0% | $6,260-100.0% |