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 | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,408 | $51,197+187.9% | $82,719+78.2% | $66,914+120.3% |
| Participation rate | 100.0% | 67.8%+32.2pp | 72.6%+27.4pp | 69.8%+30.2pp |
| Annual return | -17.07% | -9.64%-7.4pp | 701.18%-718.3pp | 1.58%-18.7pp |
| Employer contribution / active EE | $12,118 | $2,611+364.1% | $3,009+302.7% | $2,544+376.3% |
| Participant deferral / active EE | $15,045 | $3,458+335.1% | $4,395+242.3% | $4,237+255.1% |
| Admin fee / account holder | $27 | $416-93.5% | $5,329-99.5% | $593-95.5% |