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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 15 · EIN 01-0233346 | Recordkeeping | $1,063 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $52,603 | $102,553-48.7% | $151,611-65.3% | $66,914-21.4% |
| Participation rate | 100.0% | 85.5%+14.5pp | 87.5%+12.5pp | 69.8%+30.2pp |
| Annual return | 0.59% | -10.82%+11.4pp | 3.33%-2.7pp | 1.58%-1.0pp |
| Employer contribution / active EE | $7,008 | $4,180+67.6% | $6,166+13.7% | $2,544+175.5% |
| Participant deferral / active EE | $3,105 | $6,641-53.2% | $8,363-62.9% | $4,237-26.7% |
| Admin fee / account holder | $74 | $630-88.3% | $11,616-99.4% | $593-87.5% |