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 21 · EIN 66-0561870 | Bank Trustee | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,584 | $62,127-21.8% | $81,382-40.3% | $74,495-34.8% |
| Participation rate | 97.2% | 64.0%+33.2pp | 69.5%+27.7pp | 67.2%+30.0pp |
| Annual return | 15.63% | 16.48%-0.9pp | 24.73%-9.1pp | 1364.94%-1349.3pp |
| Employer contribution / active EE | $936 | $1,882-50.3% | $2,463-62.0% | $2,623-64.3% |
| Participant deferral / active EE | $3,144 | $3,229-2.6% | $3,883-19.0% | $4,346-27.7% |
| Admin fee / account holder | $180 | $1,934-90.7% | $5,768-96.9% | $1,942-90.7% |