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 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 | $45,162 | $42,548+6.1% | $74,550-39.4% | $56,287-19.8% |
| Participation rate | 98.3% | 60.5%+37.8pp | 69.1%+29.2pp | 69.9%+28.5pp |
| Annual return | 0.20% | 12.40%-12.2pp | 32.53%-32.3pp | -9.96%+10.2pp |
| Employer contribution / active EE | $2,373 | $855+177.5% | $1,961+21.0% | $2,111+12.4% |
| Participant deferral / active EE | $3,533 | $2,277+55.1% | $3,108+13.7% | $3,350+5.5% |
| Admin fee / account holder | $0 | $467-100.0% | $5,060-100.0% | $521-100.0% |