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 | $94,261 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,537 | $42,353-1.9% | $79,550-47.8% | $64,808-35.9% |
| Participation rate | 93.3% | 64.8%+28.5pp | 69.5%+23.8pp | 71.5%+21.8pp |
| Annual return | -16.05% | -12.24%-3.8pp | 0.16%-16.2pp | 32.82%-48.9pp |
| Employer contribution / active EE | $1,098 | $1,181-7.0% | $2,413-54.5% | $2,506-56.2% |
| Participant deferral / active EE | $2,282 | $3,170-28.0% | $3,985-42.7% | $4,310-47.1% |
| Admin fee / account holder | $115 | $160-27.8% | $6,832-98.3% | $188-38.6% |