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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 |
|---|---|---|
PNC BANK, N.A.4+ years Service code 25 · EIN 22-1146430 | Directed Trustee | $119,145 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,163 | $70,083-62.7% | $59,878-56.3% | $55,725-53.0% |
| Participation rate | 85.1% | 78.4%+6.8pp | 74.7%+10.4pp | 70.9%+14.3pp |
| Annual return | -5.37% | 3.13%-8.5pp | 3.46%-8.8pp | 244.93%-250.3pp |
| Employer contribution / active EE | $0 | $2,878-100.0% | $2,722-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $1,885 | $3,079-38.8% | $3,402-44.6% | $3,356-43.8% |
| Admin fee / account holder | $149 | $70+111.9% | $3,590-95.9% | $115+29.3% |