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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.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $3,688 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,786 | $77,660-5.0% | $109,143-32.4% | $79,386-7.1% |
| Participation rate | 80.5% | 67.8%+12.7pp | 75.9%+4.6pp | 70.7%+9.8pp |
| Annual return | 10.07% | 23.44%-13.4pp | 25.75%-15.7pp | 116.85%-106.8pp |
| Employer contribution / active EE | $883 | $2,797-68.5% | $3,722-76.3% | $2,427-63.6% |
| Participant deferral / active EE | $2,306 | $3,518-34.4% | $4,653-50.4% | $4,046-43.0% |
| Admin fee / account holder | $33 | $732-95.5% | $6,752-99.5% | $626-94.7% |