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 60 · EIN 04-2647786 | Sub-TA Fees | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,594 | $57,651+220.2% | $112,229+64.5% | $71,457+158.3% |
| Participation rate | 80.0% | 58.9%+21.1pp | 72.4%+7.6pp | 67.9%+12.1pp |
| Annual return | 22.08% | 18.32%+3.8pp | 30.20%-8.1pp | 28.85%-6.8pp |
| Employer contribution / active EE | $2,737 | $1,913+43.0% | $3,430-20.2% | $2,588+5.8% |
| Participant deferral / active EE | $5,271 | $2,863+84.1% | $4,798+9.9% | $4,289+22.9% |
| Admin fee / account holder | $0 | $1,581-100.0% | $7,748-100.0% | $1,587-100.0% |