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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 | $450 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $26,559 | $88,083-69.8% | $164,813-83.9% | $74,495-64.3% |
| Participation rate | 99.3% | 73.0%+26.3pp | 78.6%+20.7pp | 67.2%+32.1pp |
| Annual return | 9.07% | 17.26%-8.2pp | 69.93%-60.9pp | 1364.94%-1355.9pp |
| Employer contribution / active EE | $3,017 | $2,593+16.4% | $4,341-30.5% | $2,623+15.0% |
| Participant deferral / active EE | $0 | $4,498-100.0% | $6,031-100.0% | $4,346-100.0% |
| Admin fee / account holder | $141 | $2,234-93.7% | $12,690-98.9% | $1,942-92.8% |